WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
-2.61%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$273M
AUM Growth
-$5.84M
(-2.1%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
64.49%
Holding
475
New
14
Increased
161
Reduced
78
Closed
20
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$766K |
| 2 |
NVIDIA
NVDA
|
+$460K |
| 3 |
Microsoft
MSFT
|
+$348K |
| 4 |
Amazon
AMZN
|
+$261K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$175K |
Sector Composition
| 1 | Technology | 21.65% |
| 2 | Financials | 7.93% |
| 3 | Consumer Discretionary | 6.13% |
| 4 | Communication Services | 5.95% |
| 5 | Healthcare | 2.25% |
