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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K ﹤0.01%
96
+2
252
$9K ﹤0.01%
15
253
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29
254
$9K ﹤0.01%
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+1
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46
-18
256
$9K ﹤0.01%
63
257
$9K ﹤0.01%
210
+1
258
$9K ﹤0.01%
49
259
$9K ﹤0.01%
134
260
$9K ﹤0.01%
378
+6
261
$8K ﹤0.01%
778
+16
262
$8K ﹤0.01%
35
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138
-42
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$8K ﹤0.01%
51
-62
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$8K ﹤0.01%
22
+5
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$8K ﹤0.01%
95
267
$8K ﹤0.01%
82
268
$8K ﹤0.01%
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269
$7K ﹤0.01%
100
+1
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$7K ﹤0.01%
9
271
$7K ﹤0.01%
35
272
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106
+1
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$7K ﹤0.01%
415
+7
274
$7K ﹤0.01%
91
275
$7K ﹤0.01%
108
9 10
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