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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.81M
3
+$4.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.36M
5
CRM icon
Salesforce
CRM
+$3.27M

Top Sells

1
+$3.67M
2
+$2.17M
3
+$1.85M
4
AAP icon
Advance Auto Parts
AAP
+$1.64M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
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