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
$327M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.23M
3
+$3.27M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$727K

Top Sells

1
+$7.98M
2
+$6.6M
3
+$4.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.5M
5
GLD icon
SPDR Gold Trust
GLD
+$1.47M

Sector Composition

1 Technology 23.2%
2 Financials 8.28%
3 Communication Services 6.57%
4 Consumer Discretionary 6.56%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.54K ﹤0.01%
20
352
$2.53K ﹤0.01%
70
353
$2.45K ﹤0.01%
41
354
$2.43K ﹤0.01%
16
-5
355
$2.41K ﹤0.01%
35
356
$2.32K ﹤0.01%
54
357
$2.32K ﹤0.01%
22
358
$2.17K ﹤0.01%
78
359
$2.15K ﹤0.01%
152
360
$2.14K ﹤0.01%
500
361
$2.13K ﹤0.01%
59
362
$2.11K ﹤0.01%
34
363
$2.1K ﹤0.01%
90
364
$1.92K ﹤0.01%
203
365
$1.9K ﹤0.01%
155
+1
366
$1.89K ﹤0.01%
11
367
$1.84K ﹤0.01%
25
368
$1.83K ﹤0.01%
58
369
$1.82K ﹤0.01%
7
370
$1.77K ﹤0.01%
29
371
$1.77K ﹤0.01%
35
372
$1.7K ﹤0.01%
28
373
$1.63K ﹤0.01%
+151
374
$1.57K ﹤0.01%
40
375
$1.57K ﹤0.01%
34
13 14
15
16 17