WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+7.45%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$186M
AUM Growth
+$14.9M
(+8.7%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
5.84%
Top 10 Holdings %
Top 10 Hldgs %
38.02%
Holding
386
New
55
Increased
131
Reduced
49
Closed
22
Top Buys
| 1 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
$5.36M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$5.2M |
| 3 |
Cenovus Energy
CVE
|
$4.11M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$3.14M |
| 5 |
Salesforce
CRM
|
$2.64M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$5.29M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$5.06M |
| 3 |
JPMorgan Chase
JPM
|
$3.28M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$2.41M |
| 5 |
Bank of America
BAC
|
$1.74M |
Sector Composition
| 1 | Technology | 12.1% |
| 2 | Energy | 10.76% |
| 3 | Communication Services | 9.24% |
| 4 | Consumer Discretionary | 8.61% |
| 5 | Materials | 3.47% |
