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
$350M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$672K
2
+$461K
3
+$397K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$373K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$312K

Top Sells

1
+$1.4M
2
+$430K
3
+$300K
4
MSFT icon
Microsoft
MSFT
+$189K
5
AMZN icon
Amazon
AMZN
+$132K

Sector Composition

1 Technology 25.29%
2 Financials 7.53%
3 Communication Services 6.86%
4 Consumer Discretionary 6.33%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.02K ﹤0.01%
232
+1
277
$7.99K ﹤0.01%
967
+12
278
$7.84K ﹤0.01%
211
+2
279
$7.73K ﹤0.01%
+600
280
$7.69K ﹤0.01%
+246
281
$7.63K ﹤0.01%
163
282
$7.58K ﹤0.01%
50
283
$7.44K ﹤0.01%
507
+12
284
$7.28K ﹤0.01%
+186
285
$7.28K ﹤0.01%
235
+5
286
$7.25K ﹤0.01%
72
287
$7.15K ﹤0.01%
113
288
$7.15K ﹤0.01%
231
+2
289
$7.07K ﹤0.01%
79
290
$7.01K ﹤0.01%
169
+4
291
$6.71K ﹤0.01%
227
+5
292
$6.64K ﹤0.01%
167
-427
293
$6.58K ﹤0.01%
40
294
$6.56K ﹤0.01%
24
295
$6.55K ﹤0.01%
+1,347
296
$6.53K ﹤0.01%
228
297
$6.35K ﹤0.01%
187
+1
298
$6.34K ﹤0.01%
+34
299
$6.33K ﹤0.01%
75
300
$6.3K ﹤0.01%
196
10 11
12
13 14