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WAS
Winch Advisory Services Portfolio holdings
AUM
$438M
1-Year Est. Return
17.59%
This Fund
S&P 500
This Quarter
Est. Return
+2.57%
1 Year Est. Return
+17.59%
3 Year Est. Return
+72.54%
5 Year Est. Return
+91.41%
10 Year Est. Return
+331.7%
AUM
$156M
AUM Growth
-$14.5M
(-8.5%)
Cap. Flow
-$16.4M
Cap. Flow
% of AUM
-10.51%
Top 10 Holdings %
Top 10 Hldgs %
49.88%
Holding
308
New
26
Increased
101
Reduced
40
Closed
52
Top Buys
| 1 |
Walt Disney
DIS
|
+$5.43M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$5.42M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$5.36M |
| 4 |
GSK
GSK
|
+$5.31M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$2.41M |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.7M |
| 2 |
Halliburton
HAL
|
+$5.88M |
| 3 |
SLB Ltd
SLB
|
+$4.12M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$2.59M |
| 5 |
Merck
MRK
|
+$2.29M |
Sector Composition
| 1 | Communication Services | 16.58% |
| 2 | Financials | 14.24% |
| 3 | Healthcare | 13.18% |
| 4 | Technology | 11.08% |
| 5 | Industrials | 6.71% |
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