WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+50
227
$3K ﹤0.01%
+35
228
$3K ﹤0.01%
+100
229
$3K ﹤0.01%
+30
230
$3K ﹤0.01%
+80
231
$3K ﹤0.01%
+33
232
$3K ﹤0.01%
+97
233
$2K ﹤0.01%
+47
234
$2K ﹤0.01%
+100
235
$2K ﹤0.01%
+140
236
$2K ﹤0.01%
+48
237
$2K ﹤0.01%
+53
238
$2K ﹤0.01%
+200
239
$2K ﹤0.01%
+27
240
$2K ﹤0.01%
+101
241
$2K ﹤0.01%
+88
242
$2K ﹤0.01%
+57
243
$2K ﹤0.01%
+53
244
$2K ﹤0.01%
+200
245
$2K ﹤0.01%
+104
246
$2K ﹤0.01%
+88
247
$2K ﹤0.01%
+100
248
$2K ﹤0.01%
+442
249
$2K ﹤0.01%
+609
250
$1K ﹤0.01%
+23
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