WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.78M
3
+$5.16M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.77M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.06M

Top Sells

1
+$10.8M
2
+$5.86M
3
+$4.38M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.34M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+12
252
$2K ﹤0.01%
280
+3
253
$2K ﹤0.01%
13
+1
254
$2K ﹤0.01%
421
+5
255
$2K ﹤0.01%
204
+2
256
$2K ﹤0.01%
+100
257
$2K ﹤0.01%
+101
258
$2K ﹤0.01%
+28
259
$1K ﹤0.01%
50
260
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+23
261
$1K ﹤0.01%
138
-1
262
$1K ﹤0.01%
280
+7
263
$1K ﹤0.01%
36
264
$1K ﹤0.01%
12
-62
265
$1K ﹤0.01%
100
266
$1K ﹤0.01%
+25
267
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20
268
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22
-61
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$1K ﹤0.01%
220
+4
270
$1K ﹤0.01%
442
271
$1K ﹤0.01%
609
272
$1K ﹤0.01%
220
273
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-81
274
– –
-41
275
– –
-675
9 10
11
12 13