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
$123M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.33M
3
+$2.31M
4
CVX icon
Chevron
CVX
+$2.21M
5
XOM icon
Exxon Mobil
XOM
+$2.16M

Top Sells

1
+$2.68M
2
+$1.82M
3
+$1.52M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
BMY icon
Bristol-Myers Squibb
BMY
+$816K

Sector Composition

1 Communication Services 17.17%
2 Healthcare 8.89%
3 Technology 7.22%
4 Consumer Discretionary 7.1%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
138
252
$1K ﹤0.01%
+71
253
$1K ﹤0.01%
298
254
$1K ﹤0.01%
43
255
$1K ﹤0.01%
3
-1,216
256
$1K ﹤0.01%
21
257
$1K ﹤0.01%
443
258
$1K ﹤0.01%
22
259
$1K ﹤0.01%
442
260
$1K ﹤0.01%
609
261
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-37
262
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263
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