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
$172M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.5M
3
+$5.86M
4
MRK icon
Merck
MRK
+$5.59M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.1M

Top Sells

1
+$8.91M
2
+$5.95M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.41M

Sector Composition

1 Healthcare 14.66%
2 Financials 11.38%
3 Communication Services 9.22%
4 Industrials 8.47%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
+12
277
$2K ﹤0.01%
+416
278
$2K ﹤0.01%
+202
279
$2K ﹤0.01%
+20
280
$2K ﹤0.01%
+297
281
$1K ﹤0.01%
+18
282
$1K ﹤0.01%
+50
283
$1K ﹤0.01%
+139
284
$1K ﹤0.01%
+273
285
$1K ﹤0.01%
+36
286
$1K ﹤0.01%
+21
287
$1K ﹤0.01%
+22
288
$1K ﹤0.01%
+10
289
$1K ﹤0.01%
+100
290
$1K ﹤0.01%
+20
291
$1K ﹤0.01%
+229
292
$1K ﹤0.01%
+45
293
$1K ﹤0.01%
+66
294
$1K ﹤0.01%
+45
295
$1K ﹤0.01%
+216
296
$1K ﹤0.01%
+8
297
$1K ﹤0.01%
+442
298
$1K ﹤0.01%
+609
299
$1K ﹤0.01%
+6
300
$1K ﹤0.01%
+220
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