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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
464
+11
277
$4K ﹤0.01%
+13
278
$4K ﹤0.01%
82
279
$4K ﹤0.01%
+40
280
$4K ﹤0.01%
65
+53
281
$4K ﹤0.01%
108
+66
282
$4K ﹤0.01%
+33
283
$4K ﹤0.01%
32
284
$4K ﹤0.01%
107
-14,113
285
$4K ﹤0.01%
+62
286
$4K ﹤0.01%
71
+2
287
$4K ﹤0.01%
+31
288
$4K ﹤0.01%
279
+1
289
$4K ﹤0.01%
40
290
$4K ﹤0.01%
56
+1
291
$4K ﹤0.01%
140
+2
292
$4K ﹤0.01%
27
+1
293
$4K ﹤0.01%
222
+1
294
$3K ﹤0.01%
100
295
$3K ﹤0.01%
131
+76
296
$3K ﹤0.01%
+73
297
$3K ﹤0.01%
+38
298
$3K ﹤0.01%
+51
299
$3K ﹤0.01%
67
300
$3K ﹤0.01%
+23
10 11
12
13 14