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
326
$4K ﹤0.01%
100
327
$4K ﹤0.01%
10
328
$4K ﹤0.01%
39
329
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78
+1
330
$4K ﹤0.01%
189
+2
331
$4K ﹤0.01%
1,000
332
$4K ﹤0.01%
55
333
$4K ﹤0.01%
107
+1
334
$4K ﹤0.01%
+34
335
$4K ﹤0.01%
122
336
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29
337
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11
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$4K ﹤0.01%
159
+3
339
$3K ﹤0.01%
197
+4
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$3K ﹤0.01%
28
341
$3K ﹤0.01%
67
342
$3K ﹤0.01%
55
343
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+185
344
$3K ﹤0.01%
24
345
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27
346
$3K ﹤0.01%
38
+1
347
$3K ﹤0.01%
10
348
$3K ﹤0.01%
90
349
$3K ﹤0.01%
22
350
$3K ﹤0.01%
96
12 13
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15 16