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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
+2.28%
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
$192M
AUM Growth
+$11M
(+6.1%)
Cap. Flow
+$8.22M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
55.3%
Holding
499
New
105
Increased
160
Reduced
65
Closed
38
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$16.1M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.53M |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$4.54M |
| 4 |
Microsoft
MSFT
|
+$2.3M |
| 5 |
Amazon
AMZN
|
+$1.1M |
Top Sells
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 | |
|---|---|---|---|---|---|---|
301
CDW
CDW
$17.2B
| $3K | ﹤0.01% |
+24
| New | +$2.52K |
|
302
Cooper Companies
COO
$14.3B
| $3K | ﹤0.01% |
+40
| New | +$3.01K |
|
|
CYBR
303
DELISTED
CyberArk
CYBR
| $3K | ﹤0.01% |
24
| – | – |
|
304
Ecolab
ECL
$77.6B
| $3K | ﹤0.01% |
+15
| New | +$2.79K |
|
305
Equinix
EQIX
$99.5B
| $3K | ﹤0.01% |
+5
| New | +$2.4K |
|
306
East-West Bancorp
EWBC
$18.7B
| $3K | ﹤0.01% |
+58
| New | +$2.78K |
|
307
Amplify Cybersecurity ETF
HACK
$2.74B
| $3K | ﹤0.01% |
65
| – | – |
|
308
HCA Healthcare
HCA
$85.6B
| $3K | ﹤0.01% |
25
| – | – |
|
309
iShares Gold Trust
IAU
$61.8B
| $3K | ﹤0.01% |
100
| – | – |
|
310
Iridium Communications
IRDM
$4.94B
| $3K | ﹤0.01% |
131
+76
| +138% | +$1.89K |
|
311
MetLife
MET
$60.3B
| $3K | ﹤0.01% |
52
-189
| -78% | -$8.88K |
|
|
MPT
312
Medical Properties Trust
MPT
$2.88B
| $3K | ﹤0.01% |
172
+2
| +1% | +$36 |
|
313
National Fuel Gas
NFG
$7.76B
| $3K | ﹤0.01% |
+52
| New | +$2.96K |
|
314
Parker-Hannifin
PH
$121B
| $3K | ﹤0.01% |
+19
| New | +$3.28K |
|
315
Prospect Capital
PSEC
$1.17B
| $3K | ﹤0.01% |
439
-86
| -16% | -$569 |
|
316
Qualcomm
QCOM
$180B
| $3K | ﹤0.01% |
44
-12
| -21% | -$879 |
|
317
RBC Bearings
RBC
$18.4B
| $3K | ﹤0.01% |
+15
| New | +$2.12K |
|
318
Rapid7
RPD
$813M
| $3K | ﹤0.01% |
55
| – | – |
|
319
Global X Silver Miners ETF NEW
SIL
$3.9B
| $3K | ﹤0.01% |
104
| – | – |
|
320
ScottsMiracle-Gro
SMG
$4.27B
| $3K | ﹤0.01% |
+31
| New | +$2.76K |
|
321
Sony
SONY
$126B
| $3K | ﹤0.01% |
+330
| New | +$3.24K |
|
322
Teradyne
TER
$50.5B
| $3K | ﹤0.01% |
65
-35
| -35% | -$1.59K |
|
323
Thermo Fisher Scientific
TMO
$202B
| $3K | ﹤0.01% |
+11
| New | +$3.03K |
|
324
T-Mobile US
TMUS
$209B
| $3K | ﹤0.01% |
+38
| New | +$2.82K |
|
325
Tyson Foods
TSN
$20.4B
| $3K | ﹤0.01% |
+42
| New | +$3.23K |
|
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