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
$172M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.5M
3
+$5.86M
4
MRK icon
Merck
MRK
+$5.59M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.1M

Top Sells

1
+$8.91M
2
+$5.95M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.41M

Sector Composition

1 Healthcare 14.66%
2 Financials 11.38%
3 Communication Services 9.22%
4 Industrials 8.47%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+77
227
$3K ﹤0.01%
+51
228
$3K ﹤0.01%
+39
229
$3K ﹤0.01%
+74
230
$3K ﹤0.01%
+43
231
$3K ﹤0.01%
+66
232
$3K ﹤0.01%
+68
233
$3K ﹤0.01%
+40
234
$3K ﹤0.01%
+38
235
$3K ﹤0.01%
+44
236
$3K ﹤0.01%
+69
237
$3K ﹤0.01%
+52
238
$3K ﹤0.01%
+41
239
$3K ﹤0.01%
+28
240
$3K ﹤0.01%
+57
241
$3K ﹤0.01%
+277
242
$3K ﹤0.01%
+81
243
$3K ﹤0.01%
+52
244
$3K ﹤0.01%
+92
245
$3K ﹤0.01%
+35
246
$3K ﹤0.01%
+58
247
$3K ﹤0.01%
+31
248
$3K ﹤0.01%
+53
249
$3K ﹤0.01%
+83
250
$3K ﹤0.01%
+75
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