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
401
$1K ﹤0.01%
+25
402
$1K ﹤0.01%
106
+2
403
$1K ﹤0.01%
46
404
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35
405
$1K ﹤0.01%
+25
406
$1K ﹤0.01%
6
407
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91
+2
408
$1K ﹤0.01%
57
+1
409
$1K ﹤0.01%
18
-25
410
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+11
411
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+40
412
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33
413
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+12
414
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51
415
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7
-11
416
$1K ﹤0.01%
31
417
$1K ﹤0.01%
+21
418
$1K ﹤0.01%
+12
419
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+32
420
$1K ﹤0.01%
+24
421
$1K ﹤0.01%
65
+1
422
$1K ﹤0.01%
+9
423
$1K ﹤0.01%
+10
424
$1K ﹤0.01%
27
-20
425
$1K ﹤0.01%
461
15 16
17
18 19