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
$172M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.5M
3
+$5.86M
4
MRK icon
Merck
MRK
+$5.59M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.1M

Top Sells

1
+$8.91M
2
+$5.95M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.41M

Sector Composition

1 Healthcare 14.66%
2 Financials 11.38%
3 Communication Services 9.22%
4 Industrials 8.47%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+68
252
$3K ﹤0.01%
+33
253
$3K ﹤0.01%
+268
254
$3K ﹤0.01%
+33
255
$2K ﹤0.01%
+64
256
$2K ﹤0.01%
+21
257
$2K ﹤0.01%
+185
258
$2K ﹤0.01%
+18
259
$2K ﹤0.01%
+30
260
$2K ﹤0.01%
+58
261
$2K ﹤0.01%
+77
262
$2K ﹤0.01%
+24
263
$2K ﹤0.01%
+54
264
$2K ﹤0.01%
+317
265
$2K ﹤0.01%
+49
266
$2K ﹤0.01%
+42
267
$2K ﹤0.01%
+29
268
$2K ﹤0.01%
+172
269
$2K ﹤0.01%
+51
270
$2K ﹤0.01%
+86
271
$2K ﹤0.01%
+16
272
$2K ﹤0.01%
+17
273
$2K ﹤0.01%
+11
274
$2K ﹤0.01%
+34
275
$2K ﹤0.01%
+31
9 10
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