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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
126
+3
377
$2K ﹤0.01%
+40
378
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28
+9
379
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8
380
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27
-39
381
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+34
382
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40
383
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72
+1
384
$2K ﹤0.01%
135
+1
385
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33
386
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20
-1
387
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51
388
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47
389
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+1,000
390
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25
-56
391
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70
392
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+17
393
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7
394
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52
395
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16
396
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24
397
$2K ﹤0.01%
99
398
$2K ﹤0.01%
152
399
$2K ﹤0.01%
56
400
$2K ﹤0.01%
61
+1
14 15
16
17 18