WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
+17.99%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$210M
AUM Growth
+$210M
(+4.6%)
Cap. Flow
-$18M
Cap. Flow
% of AUM
-8.57%
Top 10 Holdings %
Top 10 Hldgs %
65.67%
Holding
428
New
55
Increased
154
Reduced
41
Closed
15
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.63M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.39M |
| 3 |
Visa
V
|
$1.84M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.66M |
| 5 |
Citigroup
C
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 16.63% |
| 2 | Consumer Discretionary | 9.82% |
| 3 | Financials | 8.54% |
| 4 | Communication Services | 6.59% |
| 5 | Healthcare | 2.01% |
