WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+0.81%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$171M
AUM Growth
+$4.39M
(+2.6%)
Cap. Flow
+$7.07M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
39.62%
Holding
353
New
29
Increased
122
Reduced
40
Closed
25
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$8.21M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$7.83M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$6.37M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$5.16M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$5.09M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.11M |
| 2 |
Vanguard Value ETF
VTV
|
$7.94M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.67M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$6.2M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$5.1M |
Sector Composition
| 1 | Communication Services | 9.3% |
| 2 | Technology | 8.63% |
| 3 | Financials | 7.87% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Energy | 6.1% |
