WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+9.88%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$278M
AUM Growth
+$20.7M
(+8%)
Cap. Flow
-$1.48M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
64.42%
Holding
470
New
11
Increased
173
Reduced
61
Closed
9
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$784K |
| 2 |
PayPal
PYPL
|
+$363K |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$318K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$297K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$106K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.1M |
| 2 |
Alibaba
BABA
|
+$662K |
| 3 |
Apple
AAPL
|
+$592K |
| 4 |
Microsoft
MSFT
|
+$290K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$211K |
Sector Composition
| 1 | Technology | 23.39% |
| 2 | Financials | 7.89% |
| 3 | Consumer Discretionary | 6.36% |
| 4 | Communication Services | 5.8% |
| 5 | Healthcare | 2.46% |
