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
276
$7.68K ﹤0.01%
209
+2
277
$7.62K ﹤0.01%
103
-25
278
$7.57K ﹤0.01%
163
279
$7.46K ﹤0.01%
25
280
$7.44K ﹤0.01%
483
+12
281
$7.3K ﹤0.01%
51
+1
282
$7.19K ﹤0.01%
+15
283
$7.19K ﹤0.01%
44
284
$6.88K ﹤0.01%
71
+1
285
$6.87K ﹤0.01%
222
286
$6.81K ﹤0.01%
50
287
$6.8K ﹤0.01%
181
288
$6.57K ﹤0.01%
224
+5
289
$6.5K ﹤0.01%
228
+2
290
$6.46K ﹤0.01%
165
+2
291
$6.45K ﹤0.01%
78
292
$6.43K ﹤0.01%
83
293
$6.03K ﹤0.01%
26
-3
294
$5.85K ﹤0.01%
558
+12
295
$5.83K ﹤0.01%
133
+1
296
$5.72K ﹤0.01%
267
+2
297
$5.55K ﹤0.01%
50
298
$5.5K ﹤0.01%
228
299
$5.31K ﹤0.01%
147
+2
300
$5.26K ﹤0.01%
24
10 11
12
13 14