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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+360
252
$1K ﹤0.01%
+42
253
$1K ﹤0.01%
+57
254
$1K ﹤0.01%
+6
255
$1K ﹤0.01%
+12
256
$1K ﹤0.01%
+15
257
$1K ﹤0.01%
+101
258
$1K ﹤0.01%
+200
259
$1K ﹤0.01%
+8
260
$1K ﹤0.01%
+85
261
$1K ﹤0.01%
+400
262
$1K ﹤0.01%
+10
263
$1K ﹤0.01%
+220
264
$0 ﹤0.01%
+12
265
$0 ﹤0.01%
+2
266
$0 ﹤0.01%
+4
267
$0 ﹤0.01%
+100
268
$0 ﹤0.01%
+3
269
$0 ﹤0.01%
+116
270
$0 ﹤0.01%
+50
271
$0 ﹤0.01%
+200
272
$0 ﹤0.01%
+11
273
$0 ﹤0.01%
+200
274
$0 ﹤0.01%
+1
275
$0 ﹤0.01%
+2
8 9 10
11
12