WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+11.77%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$327M
AUM Growth
+$25.8M
(+8.6%)
Cap. Flow
-$1.05M
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
59.09%
Holding
462
New
16
Increased
176
Reduced
59
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$7.98M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.6M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$4.85M |
| 4 |
iShares Gold Trust
IAU
|
+$1.5M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.47M |
Sector Composition
| 1 | Technology | 23.2% |
| 2 | Financials | 8.28% |
| 3 | Communication Services | 6.57% |
| 4 | Consumer Discretionary | 6.56% |
| 5 | Healthcare | 2.39% |
