WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.9K 0.01%
104
+1
227
$22.2K 0.01%
86
228
$22K 0.01%
728
-86
229
$21.8K 0.01%
550
+223
230
$21.7K 0.01%
372
+13
231
$21.4K 0.01%
94
-13
232
$21.4K 0.01%
576
233
$21K 0.01%
238
+3
234
$20.4K 0.01%
228
235
$19.8K ﹤0.01%
948
+8
236
$19.7K ﹤0.01%
512
+6
237
$19.4K ﹤0.01%
599
+316
238
$19.4K ﹤0.01%
214
+1
239
$19.4K ﹤0.01%
106
+43
240
$19K ﹤0.01%
29
241
$17.5K ﹤0.01%
189
+2
242
$17.5K ﹤0.01%
154
243
$17.3K ﹤0.01%
589
+7
244
$17.3K ﹤0.01%
214
+3
245
$16.9K ﹤0.01%
472
+1
246
$16.8K ﹤0.01%
153
+2
247
$16.6K ﹤0.01%
501
+3
248
$16.3K ﹤0.01%
40
249
$15.8K ﹤0.01%
614
+10
250
$15.6K ﹤0.01%
123
+1
8 9
10
11 12