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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
67
227
$3K ﹤0.01%
150
+1
228
$3K ﹤0.01%
32
229
$3K ﹤0.01%
+47
230
$3K ﹤0.01%
319
+7
231
$3K ﹤0.01%
43
232
$3K ﹤0.01%
438
+14
233
$3K ﹤0.01%
+129
234
$3K ﹤0.01%
+40
235
$3K ﹤0.01%
50
+1
236
$3K ﹤0.01%
52
237
$3K ﹤0.01%
92
238
$3K ﹤0.01%
35
239
$3K ﹤0.01%
59
+1
240
$3K ﹤0.01%
300
241
$3K ﹤0.01%
83
242
$3K ﹤0.01%
268
243
$3K ﹤0.01%
297
244
$2K ﹤0.01%
80
+3
245
$2K ﹤0.01%
54
246
$2K ﹤0.01%
323
+6
247
$2K ﹤0.01%
172
248
$2K ﹤0.01%
88
+2
249
$2K ﹤0.01%
16
250
$2K ﹤0.01%
31
8 9
10
11 12