WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
+3.57%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$234M
AUM Growth
+$234M
(+0.68%)
Cap. Flow
-$3.64M
Cap. Flow
% of AUM
-1.55%
Top 10 Holdings %
Top 10 Hldgs %
62.43%
Holding
455
New
25
Increased
162
Reduced
78
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.45M |
| 2 |
Apple
AAPL
|
$816K |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$688K |
| 4 |
Visa
V
|
$582K |
| 5 |
Microsoft
MSFT
|
$439K |
Sector Composition
| 1 | Technology | 18.02% |
| 2 | Financials | 8.47% |
| 3 | Consumer Discretionary | 5.89% |
| 4 | Communication Services | 5.09% |
| 5 | Healthcare | 2.63% |
