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Winch Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Winch Advisory Services’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-167
Closed -$8K – 460
2021
Q4 		$8K Sell
167
-203
-55% -$9.2K ﹤0.01% 286
2021
Q3 		$17K Sell
370
-560
-60% -$25.4K 0.01% 221
2021
Q2 		$42K Sell
930
-225
-19% -$10K 0.02% 138
2021
Q1 		$50K Buy
1,155
+1,034
+855% +$45K 0.02% 124
2020
Q4 		$5K Hold
121
– – ﹤0.01% 295
2020
Q3 		$5K Buy
+121
New +$4.96K ﹤0.01% 257
2015
Q3 		– Sell
-39,934
Closed -$1.41M – 235
2015
Q2 		$1.41M Buy
+39,934
New +$1.43M 0.77% 36

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return