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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
+6.85%
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
$170M
AUM Growth
+$12.5M
(+7.9%)
Cap. Flow
+$5.22M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
41.1%
Holding
329
New
33
Increased
106
Reduced
42
Closed
47
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$6.45M |
| 2 |
ConocoPhillips
COP
|
+$2.67M |
| 3 |
GE Aerospace
GE
|
+$2.2M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.14M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2M |
Top Sells
| 1 |
SLB Ltd
SLB
|
+$6.59M |
| 2 |
IBM
IBM
|
+$4.29M |
| 3 |
Pfizer
PFE
|
+$3.27M |
| 4 |
Vanguard Health Care ETF
VHT
|
+$2.17M |
| 5 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$1.9M |
Sector Composition
| 1 | Energy | 13.53% |
| 2 | Industrials | 12.9% |
| 3 | Financials | 9.73% |
| 4 | Technology | 9.7% |
| 5 | Communication Services | 8.57% |
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