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
$302M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.6M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$519K

Top Sells

1
+$6.68M
2
+$3.67M
3
+$3.26M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$556K
5
NVDA icon
NVIDIA
NVDA
+$495K

Sector Composition

1 Technology 22.21%
2 Financials 7.83%
3 Consumer Discretionary 6.4%
4 Communication Services 6.02%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.8K ﹤0.01%
+159
252
$10.6K ﹤0.01%
+181
253
$10.4K ﹤0.01%
333
+7
254
$10.4K ﹤0.01%
164
+2
255
$10.2K ﹤0.01%
127
+2
256
$10.2K ﹤0.01%
96
+80
257
$10.1K ﹤0.01%
66
+1
258
$9.86K ﹤0.01%
64
+2
259
$9.78K ﹤0.01%
208
+2
260
$9.78K ﹤0.01%
26
261
$9.73K ﹤0.01%
66
262
$9.33K ﹤0.01%
83
+1
263
$9.31K ﹤0.01%
432
264
$9.15K ﹤0.01%
120
265
$8.34K ﹤0.01%
283
+4
266
$8.16K ﹤0.01%
+41
267
$8.15K ﹤0.01%
228
+1
268
$8.15K ﹤0.01%
308
269
$8.14K ﹤0.01%
75
270
$8.08K ﹤0.01%
78
+1
271
$8.04K ﹤0.01%
219
+2
272
$8.01K ﹤0.01%
231
+2
273
$7.87K ﹤0.01%
115
274
$7.86K ﹤0.01%
955
+5
275
$7.82K ﹤0.01%
185
9 10
11
12 13