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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
41
227
$13K 0.01%
61
+24
228
$13K 0.01%
56
+18
229
$13K 0.01%
99
+17
230
$12K ﹤0.01%
561
+7
231
$12K ﹤0.01%
204
+1
232
$12K ﹤0.01%
390
+3
233
$12K ﹤0.01%
628
+17
234
$11K ﹤0.01%
216
+1
235
$11K ﹤0.01%
+76
236
$11K ﹤0.01%
154
+1
237
$11K ﹤0.01%
414
-92
238
$11K ﹤0.01%
285
+3
239
$11K ﹤0.01%
62
240
$11K ﹤0.01%
116
241
$11K ﹤0.01%
104
+49
242
$11K ﹤0.01%
98
243
$11K ﹤0.01%
72
244
$10K ﹤0.01%
125
245
$10K ﹤0.01%
120
246
$10K ﹤0.01%
7
-3
247
$10K ﹤0.01%
128
248
$10K ﹤0.01%
186
+1
249
$10K ﹤0.01%
57
-10
250
$9K ﹤0.01%
50
8 9
10
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