WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+5.58%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$154M
AUM Growth
-$5.18M
(-3.3%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-8.75%
Top 10 Holdings %
Top 10 Hldgs %
41.32%
Holding
355
New
32
Increased
109
Reduced
64
Closed
43
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4M |
| 2 |
Vanguard Value ETF
VTV
|
$3.54M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.46M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.62M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.28M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.51M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$4.73M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.2M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.73M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.99M |
Sector Composition
| 1 | Communication Services | 13.37% |
| 2 | Technology | 7.87% |
| 3 | Consumer Discretionary | 6.2% |
| 4 | Energy | 5.62% |
| 5 | Financials | 5.58% |
