WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+12.1%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$258M
AUM Growth
+$23.3M
(+9.9%)
Cap. Flow
+$278K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
63.16%
Holding
463
New
14
Increased
168
Reduced
68
Closed
4
Top Buys
Top Sells
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$347K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$336K |
| 3 |
Apple
AAPL
|
$288K |
| 4 |
Stryker
SYK
|
$204K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$203K |
Sector Composition
| 1 | Technology | 21.2% |
| 2 | Financials | 7.86% |
| 3 | Consumer Discretionary | 6.24% |
| 4 | Communication Services | 5.53% |
| 5 | Healthcare | 2.54% |
