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
351
$3K ﹤0.01%
30
352
$3K ﹤0.01%
100
353
$3K ﹤0.01%
56
354
$3K ﹤0.01%
152
355
$3K ﹤0.01%
55
356
$3K ﹤0.01%
378
357
$3K ﹤0.01%
40
358
$3K ﹤0.01%
93
+2
359
$3K ﹤0.01%
30
360
$3K ﹤0.01%
+511
361
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37
362
$3K ﹤0.01%
44
-235
363
$3K ﹤0.01%
20
364
$3K ﹤0.01%
63
365
$3K ﹤0.01%
85
366
$3K ﹤0.01%
286
+1
367
$3K ﹤0.01%
20
368
$2K ﹤0.01%
40
369
$2K ﹤0.01%
+56
370
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13
371
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25
372
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27
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40
374
$2K ﹤0.01%
50
375
$2K ﹤0.01%
+40
13 14
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