WAS

Winch Advisory Services Portfolio holdings

AUM $444M
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$447K
3 +$308K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$298K
5
UNH icon
UnitedHealth
UNH
+$251K

Top Sells

1 +$1.44M
2 +$522K
3 +$466K
4
MSFT icon
Microsoft
MSFT
+$434K
5
AMZN icon
Amazon
AMZN
+$296K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXAS icon
301
Exact Sciences
EXAS
$12.7B
$8.98K ﹤0.01%
169
PRU icon
302
Prudential Financial
PRU
$37.5B
$8.98K ﹤0.01%
84
+2
CART icon
303
Maplebear
CART
$10.8B
$8.87K ﹤0.01%
196
FE icon
304
FirstEnergy
FE
$26.5B
$8.82K ﹤0.01%
219
DIVI icon
305
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.88B
$8.77K ﹤0.01%
246
MKC icon
306
McCormick & Company Non-Voting
MKC
$17.5B
$8.72K ﹤0.01%
115
CNP icon
307
CenterPoint Energy
CNP
$25.9B
$8.7K ﹤0.01%
237
+2
AMTM
308
Amentum Holdings
AMTM
$5.37B
$8.62K ﹤0.01%
365
-175
GRMN icon
309
Garmin
GRMN
$37.3B
$8.56K ﹤0.01%
41
AFL icon
310
Aflac
AFL
$59.9B
$8.51K ﹤0.01%
81
+1
STZ icon
311
Constellation Brands
STZ
$22.5B
$8.51K ﹤0.01%
52
COPX icon
312
Global X Copper Miners ETF NEW
COPX
$2.74B
$8.39K ﹤0.01%
186
ISMD icon
313
Inspire Small/Mid Cap Impact ETF
ISMD
$214M
$8.34K ﹤0.01%
235
+1
BMI icon
314
Badger Meter
BMI
$5.18B
$8.33K ﹤0.01%
34
CMG icon
315
Chipotle Mexican Grill
CMG
$41.7B
$8.31K ﹤0.01%
148
NU icon
316
Nu Holdings
NU
$76.7B
$8.23K ﹤0.01%
600
VOE icon
317
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$8.06K ﹤0.01%
49
UBS icon
318
UBS Group
UBS
$122B
$7.88K ﹤0.01%
233
+6
SLB icon
319
SLB Ltd
SLB
$55.2B
$7.85K ﹤0.01%
232
+2
OLN icon
320
Olin
OLN
$2.3B
$7.2K ﹤0.01%
358
+3
ABT icon
321
Abbott
ABT
$227B
$7.05K ﹤0.01%
52
DVN icon
322
Devon Energy
DVN
$22.5B
$6.89K ﹤0.01%
217
-64
ABNB icon
323
Airbnb
ABNB
$74B
$6.62K ﹤0.01%
50
HWM icon
324
Howmet Aerospace
HWM
$81.8B
$6.58K ﹤0.01%
35
IWF icon
325
iShares Russell 1000 Growth ETF
IWF
$123B
$6.37K ﹤0.01%
15