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
$241M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.91M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.58M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$916K

Top Sells

1
+$9.15M
2
+$8.83M
3
+$5.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$765K

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 10.34%
3 Financials 9.45%
4 Communication Services 7.4%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
85
352
$3K ﹤0.01%
+20
353
$2K ﹤0.01%
+13
354
$2K ﹤0.01%
25
355
$2K ﹤0.01%
27
356
$2K ﹤0.01%
+40
357
$2K ﹤0.01%
30
358
$2K ﹤0.01%
+50
359
$2K ﹤0.01%
40
360
$2K ﹤0.01%
8
361
$2K ﹤0.01%
+96
362
$2K ﹤0.01%
19
-23
363
$2K ﹤0.01%
76
-53
364
$2K ﹤0.01%
+40
365
$2K ﹤0.01%
152
366
$2K ﹤0.01%
55
367
$2K ﹤0.01%
71
+1
368
$2K ﹤0.01%
134
+2
369
$2K ﹤0.01%
40
370
$2K ﹤0.01%
91
+2
371
$2K ﹤0.01%
+33
372
$2K ﹤0.01%
21
373
$2K ﹤0.01%
51
374
$2K ﹤0.01%
47
375
$2K ﹤0.01%
+24
13 14
15
16 17