WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
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
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

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
326
$6.34K ﹤0.01%
62
+50
327
$6.29K ﹤0.01%
64
+10
328
$6.11K ﹤0.01%
84
329
$5.91K ﹤0.01%
73
330
$5.82K ﹤0.01%
40
331
$5.45K ﹤0.01%
201
332
$5.42K ﹤0.01%
121
333
$5.4K ﹤0.01%
85
+1
334
$5.39K ﹤0.01%
89
+1
335
$5.37K ﹤0.01%
5
336
$5.25K ﹤0.01%
120
337
$5.21K ﹤0.01%
454
338
$5.16K ﹤0.01%
57
+1
339
$5.15K ﹤0.01%
254
340
$5.15K ﹤0.01%
75
341
$5.13K ﹤0.01%
10
342
$4.99K ﹤0.01%
18
343
$4.8K ﹤0.01%
231
+1
344
$4.76K ﹤0.01%
530
345
$4.67K ﹤0.01%
1,278
346
$4.61K ﹤0.01%
10
347
$4.58K ﹤0.01%
9
348
$4.42K ﹤0.01%
13
349
$4.27K ﹤0.01%
152
350
$4.25K ﹤0.01%
150
12 13
14
15 16