WINN - ETF AI Analysis
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Harbor Long-Term Growers ETF (WINN)
WINN, the Harbor Long-Term Growers ETF, is supported by major positions in high-quality tech leaders like Alphabet, Apple, Microsoft, and Nvidia, whose strong financial performance and long-term focus on AI, cloud, and services drive much of the fund’s appeal. The rating is held back somewhat by holdings such as Amazon, Eli Lilly, and Mastercard, where high valuations, leverage, or bearish technical signals introduce more uncertainty. The main risk factor is the fund’s heavy concentration in large technology and growth-oriented companies, which can make it more sensitive to sector downturns and shifts in sentiment toward high-valuation stocks.
WINN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.21B
- Region
- North America
- Expense Ratio
- 0.57%
- Beta
- 1.29
- Issuer
- Harbor
- Inception Date
- Feb 02, 2022
- Dividend Yield
- 0.04%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
WINN Summary
Harbor Long-Term Growers ETF (WINN) is a U.S. stock fund focused on companies with strong long-term growth potential across the total market, rather than tracking a specific index. It leans heavily toward technology and communication services, with major holdings like Nvidia and Apple, plus other well-known names such as Microsoft and Amazon. Someone might invest in WINN to seek higher growth over time and to get diversified exposure to many leading growth companies in one investment. However, because it is heavily tilted toward growth and tech-related stocks, its price can rise and fall sharply with market swings.
How much will it cost me?
This ETF has an expense ratio of 0.57%, which means you’ll pay about $5.70 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because WINN is actively managed, with professionals selecting growth-focused stocks rather than simply tracking a market index.
What would affect this ETF?
WINN is heavily invested in large U.S. technology and internet companies like Nvidia, Alphabet, Apple, Microsoft, and Amazon, so continued innovation, strong earnings, and a healthy U.S. economy could boost its future performance. On the other hand, higher interest rates, tighter regulations on big tech, economic slowdowns that hurt growth stocks, or company-specific setbacks in its top holdings could weigh on returns.
WINN Top 10 Holdings
WINN is leaning heavily on Big Tech and chipmakers, with Nvidia, Apple, and AMD acting as the main engines of recent gains as AI and hardware demand stay hot. Meta is also rising, adding extra fuel on the growth side. On the flip side, Broadcom and Amazon have been more mixed lately, occasionally throwing sand in the gears, while Alphabet and Microsoft are steady but not sprinting. With all major holdings rooted in U.S. markets and a clear tilt toward technology, this ETF is a concentrated bet on long-term American innovation.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 10.99% | $132.23M | $5.08T | 15.81% | 76Outperform |
 AAPL | Apple | 8.12% | $97.63M | $5.07T | 33.96% | 79Outperform |
 GOOGL | Alphabet Class A | 7.75% | $93.25M | $3.90T | 26.53% | 85Outperform |
 MSFT | Microsoft | 6.53% | $78.59M | $3.90T | 0.76% | 79Outperform |
 AVGO | Broadcom | 5.08% | $61.09M | $1.54T | -6.57% | 76Outperform |
 AMZN | Amazon | 4.47% | $53.79M | $2.68T | 12.17% | 71Outperform |
 LLY | Eli Lilly & Co | 4.17% | $50.20M | $1.20T | 55.10% | 72Outperform |
 META | Meta Platforms | 3.56% | $42.86M | $1.64T | -12.45% | 76Outperform |
 MA | Mastercard | 3.12% | $37.49M | $546.28B | 8.68% | 75Outperform |
 AMD | Advanced Micro Devices | 3.08% | $37.07M | $843.65B | 119.92% | 73Outperform |
WINN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WINN, the sentiment is Neutral. The current price of 33.39 is below the 20-day moving average (MA) of 34.48, below the 50-day MA of 33.99, and above the 200-day MA of 31.85, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 39.13 is Neutral, neither overbought nor oversold. The STOCH value of 18.38 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WINN.
WINN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WINN | $33.39 | $37.00(10.81% Upside) | $1.21B | 0.57% | 73Outperform |
 QLTY | $43.44 | $52.28(20.36% Upside) | $5.46B | 0.50% | 75Outperform |
 AKRE | $59.65 | $71.00(19.03% Upside) | $5.02B | 0.98% | 68Neutral |
 TSPA | $47.82 | $59.32(24.04% Upside) | $4.63B | 0.34% | 74Outperform |
 DCOR | $83.34 | $103.18(23.81% Upside) | $3.65B | 0.14% | 73Outperform |
 WTV | $107.12 | $122.90(14.73% Upside) | $3.34B | 0.12% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WINN | Harbor Long-Term Growers ETF | 33.39 | 1.11 | 3.45% | |
| QLTY | GMO U.S. Quality ETF | 43.44 | 5.76 | 15.29% | |
| AKRE | Akre Focus ETF | 59.65 | -8.05 | -11.89% | |
| TSPA | T. Rowe Price U.S. Equity Research ETF | 47.82 | 4.92 | 11.46% | |
| DCOR | Dimensional US Core Equity 1 ETF | 83.34 | 10.59 | 14.56% | |
| WTV | WisdomTree US Value Fund of Benef Interest | 107.12 | 16.49 | 18.19% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.