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
$302M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.6M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$519K

Top Sells

1
+$6.68M
2
+$3.67M
3
+$3.26M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$556K
5
NVDA icon
NVIDIA
NVDA
+$495K

Sector Composition

1 Technology 22.21%
2 Financials 7.83%
3 Consumer Discretionary 6.4%
4 Communication Services 6.02%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.16K ﹤0.01%
236
+6
377
$1.15K ﹤0.01%
220
378
$1.09K ﹤0.01%
141
379
$1.02K ﹤0.01%
+20
380
$1.02K ﹤0.01%
104
+1
381
$1K ﹤0.01%
24
382
$995 ﹤0.01%
278
383
$939 ﹤0.01%
128
+5
384
$924 ﹤0.01%
140
385
$813 ﹤0.01%
117
386
$799 ﹤0.01%
13
387
$787 ﹤0.01%
30
388
$770 ﹤0.01%
8
389
$762 ﹤0.01%
67
-66
390
$715 ﹤0.01%
23
+1
391
$696 ﹤0.01%
7
392
$686 ﹤0.01%
44
393
$658 ﹤0.01%
+8
394
$595 ﹤0.01%
34
395
$567 ﹤0.01%
11
396
$560 ﹤0.01%
12
397
$548 ﹤0.01%
110
398
$547 ﹤0.01%
13
399
$488 ﹤0.01%
41
400
$447 ﹤0.01%
130
14 15
16
17 18