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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
130
+1
302
$5K ﹤0.01%
38
+19
303
$5K ﹤0.01%
30
-70
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$5K ﹤0.01%
213
305
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10
-2
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$5K ﹤0.01%
90
307
$5K ﹤0.01%
+76
308
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204
309
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71
310
$5K ﹤0.01%
+276
311
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36
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10
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+28
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40
315
$5K ﹤0.01%
510
+3
316
$5K ﹤0.01%
99
+1
317
$5K ﹤0.01%
+145
318
$4K ﹤0.01%
23
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14
320
$4K ﹤0.01%
74
-467
321
$4K ﹤0.01%
51
322
$4K ﹤0.01%
16
323
$4K ﹤0.01%
20
324
$4K ﹤0.01%
50
325
$4K ﹤0.01%
+207
11 12
13
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