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WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.59%
This Fund
S&P 500
This Quarter Est. Return
+0.81%
1 Year Est. Return
+17.59%
3 Year Est. Return
+72.54%
5 Year Est. Return
+91.41%
10 Year Est. Return
+331.7%
AUM
$171M
AUM Growth
+$4.38M
Cap. Flow
+$7.93M
Cap. Flow %
4.64%
Top 10 Hldgs %
39.62%
Holding
353
New
29
Increased
122
Reduced
40
Closed
25
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DX
226
Dynex Capital
DX
$2.87B
$4K ﹤0.01%
198
FDN icon
227
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
$4K ﹤0.01%
35
FE icon
228
FirstEnergy
FE
$28.1B
$4K ﹤0.01%
115
+21
+22% +$674
SMH icon
229
VanEck Semiconductor ETF
SMH
$67.5B
$4K ﹤0.01%
76
XLY icon
230
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$4K ﹤0.01%
78
YUM icon
231
Yum! Brands
YUM
$40.8B
$4K ﹤0.01%
44
MRO
232
DELISTED
Marathon Oil Corporation
MRO
$4K ﹤0.01%
275
+1
+0.4% +$17
VMW
233
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
36
VAR
234
DELISTED
Varian Medical Systems, Inc.
VAR
$4K ﹤0.01%
31
JE
235
DELISTED
Just Energy Group Inc
JE
$4K ﹤0.01%
26
KEM
236
DELISTED
KEMET Corporation
KEM
$4K ﹤0.01%
220
GOLD
237
DELISTED
Randgold Resources Ltd
GOLD
$4K ﹤0.01%
53
AMP icon
238
Ameriprise Financial
AMP
$47.5B
$3K ﹤0.01%
23
AVNS icon
239
Avanos Medical
AVNS
$1.17B
$3K ﹤0.01%
67
CVS icon
240
CVS Health
CVS
$137B
$3K ﹤0.01%
42
ENB icon
241
Enbridge
ENB
$124B
$3K ﹤0.01%
93
-162
-64% -$5.67K
GPMT
242
Granite Point Mortgage Trust
GPMT
$66.1M
$3K ﹤0.01%
162
-690
-81% -$11.9K
HRTX icon
243
Heron Therapeutics
HRTX
$89.1M
$3K ﹤0.01%
100
-200
-67% -$4.54K
IAU icon
244
iShares Gold Trust
IAU
$62.4B
$3K ﹤0.01%
100
LNT icon
245
Alliant Energy
LNT
$19.3B
$3K ﹤0.01%
72
+1
+1% +$39
MVO
246
MV Oil Trust
MVO
$7.75M
$3K ﹤0.01%
387
+10
+3% +$80
NVAX icon
247
Novavax
NVAX
$1.35B
$3K ﹤0.01%
75
-25
-25% -$1K
PSEC icon
248
Prospect Capital
PSEC
$1.13B
$3K ﹤0.01%
516
SIL icon
249
Global X Silver Miners ETF NEW
SIL
$3.89B
$3K ﹤0.01%
102
SLV icon
250
iShares Silver Trust
SLV
$27.1B
$3K ﹤0.01%
170

Similar funds

Winch Advisory Services's Q1 2018 Portfolio in Review

As of Q1 2018, Winch Advisory Services held 353 positions worth $171M, up 2.6% from $166M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Winch Advisory Services deployed $7.93M of net new capital in Q1 2018, opening 29 new positions and adding to 122 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 155,627 shares worth $5.16M.

By sector, the portfolio is most concentrated in Communication Services at 9.3% of assets, down from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Value ETF, an estimated $8.48M trimmed.

  • Winch Advisory Services's largest Q1 2018 buy was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 155,627 shares worth $5.16M.
  • Winch Advisory Services added most to State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018, an estimated $8.47M increase.
  • Winch Advisory Services's biggest Q1 2018 reduction was Vanguard Value ETF, cutting an estimated $8.48M.
  • Winch Advisory Services fully exited Wynn Resorts in Q1 2018, selling an estimated $1.62M.
  • Winch Advisory Services's ten largest holdings make up 40% of its $171M portfolio in Q1 2018.
  • Winch Advisory Services opened 29 new positions and closed 25 in Q1 2018.
  • Winch Advisory Services's portfolio value rose 2.6% quarter-over-quarter to $171M.

Based on Winch Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.