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
$288M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.94M
3
+$258K
4
DE icon
Deere & Co
DE
+$214K
5
IAU icon
iShares Gold Trust
IAU
+$187K

Top Sells

1
+$8.77M
2
+$1.34M
3
+$851K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$689K
5
MSFT icon
Microsoft
MSFT
+$657K

Sector Composition

1 Technology 21.96%
2 Financials 8.7%
3 Consumer Discretionary 8.25%
4 Communication Services 6.56%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
229
+5
377
$2K ﹤0.01%
49
-48
378
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18
379
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23
380
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-55
381
$2K ﹤0.01%
152
382
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74
+1
383
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142
+2
384
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25
385
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117
386
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97
-84
387
$2K ﹤0.01%
13
388
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52
389
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47
390
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18
-29
391
$2K ﹤0.01%
66
+3
392
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11
-51
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$1K ﹤0.01%
11
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7
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32
396
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130
397
$1K ﹤0.01%
21
398
$1K ﹤0.01%
11
399
$1K ﹤0.01%
20
-20
400
$1K ﹤0.01%
28
14 15
16
17 18