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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
71
+45
377
$2K ﹤0.01%
+17
378
$2K ﹤0.01%
39
-24
379
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22
-3
380
$2K ﹤0.01%
+74
381
$2K ﹤0.01%
+15
382
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+65
383
$2K ﹤0.01%
+35
384
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+19
385
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+37
386
$2K ﹤0.01%
34
387
$2K ﹤0.01%
609
388
$2K ﹤0.01%
+15
389
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1
390
$1K ﹤0.01%
24
391
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+18
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25
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45
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5
-40
396
$1K ﹤0.01%
+9
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$1K ﹤0.01%
5
398
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30
399
$1K ﹤0.01%
140
+2
400
$1K ﹤0.01%
7
14 15
16
17 18