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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+355
227
$7K ﹤0.01%
60
228
$7K ﹤0.01%
120
229
$7K ﹤0.01%
101
+1
230
$7K ﹤0.01%
169
-28
231
$7K ﹤0.01%
37
232
$6K ﹤0.01%
+500
233
$6K ﹤0.01%
200
+2
234
$6K ﹤0.01%
+29
235
$6K ﹤0.01%
+13
236
$6K ﹤0.01%
61
237
$6K ﹤0.01%
52
+33
238
$6K ﹤0.01%
332
239
$6K ﹤0.01%
210
240
$6K ﹤0.01%
18
241
$6K ﹤0.01%
93
+1
242
$5K ﹤0.01%
28
+11
243
$5K ﹤0.01%
18
+9
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$5K ﹤0.01%
+42
245
$5K ﹤0.01%
35
246
$5K ﹤0.01%
121
+1
247
$5K ﹤0.01%
+203
248
$5K ﹤0.01%
108
+104
249
$5K ﹤0.01%
126
250
$5K ﹤0.01%
100
+24
8 9
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11 12