WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.24K ﹤0.01%
12
352
$4.18K ﹤0.01%
16
+1
353
$4.15K ﹤0.01%
23
354
$4.11K ﹤0.01%
12
355
$4.03K ﹤0.01%
52
356
$3.9K ﹤0.01%
132
357
$3.9K ﹤0.01%
20
358
$3.88K ﹤0.01%
53
+1
359
$3.85K ﹤0.01%
75
+1
360
$3.69K ﹤0.01%
49
+1
361
$3.66K ﹤0.01%
74
362
$3.64K ﹤0.01%
20
363
$3.62K ﹤0.01%
12
364
$3.39K ﹤0.01%
4
365
$3.36K ﹤0.01%
94
+1
366
$3.31K ﹤0.01%
10
367
$3.25K ﹤0.01%
52
368
$3.21K ﹤0.01%
19
369
$3.2K ﹤0.01%
58
370
$3.14K ﹤0.01%
133
+1
371
$3.12K ﹤0.01%
77
372
$3.05K ﹤0.01%
44
373
$3.04K ﹤0.01%
58
374
$3.04K ﹤0.01%
140
+2
375
$2.96K ﹤0.01%
18
13 14
15
16 17