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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
195
+4
252
$5K ﹤0.01%
795
+20
253
$5K ﹤0.01%
50
-50
254
$5K ﹤0.01%
+90
255
$5K ﹤0.01%
185
256
$5K ﹤0.01%
128
257
$5K ﹤0.01%
40
+9
258
$5K ﹤0.01%
35
259
$5K ﹤0.01%
87
-35
260
$5K ﹤0.01%
700
261
$5K ﹤0.01%
58
262
$5K ﹤0.01%
180
263
$5K ﹤0.01%
324
264
$4K ﹤0.01%
+35
265
$4K ﹤0.01%
50
266
$4K ﹤0.01%
+40
267
$4K ﹤0.01%
+73
268
$4K ﹤0.01%
214
+6
269
$4K ﹤0.01%
100
+1
270
$4K ﹤0.01%
78
-20
271
$4K ﹤0.01%
100
272
$4K ﹤0.01%
170
-16,157
273
$4K ﹤0.01%
+75
274
$4K ﹤0.01%
74
275
$4K ﹤0.01%
+15
9 10
11
12 13