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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
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
$1K ﹤0.01%
+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
$1K ﹤0.01%
20
268
$1K ﹤0.01%
22
-61
269
$1K ﹤0.01%
220
+4
270
$1K ﹤0.01%
442
271
$1K ﹤0.01%
609
272
$1K ﹤0.01%
220
273
– –
-38
274
– –
-1,556
275
– –
-17
9 10
11
12 13