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
$201M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$18.3M
3 +$18.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1 +$11.8M
2 +$8.53M
3 +$7.14M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.84M
5
AAPL icon
Apple
AAPL
+$5.86M

Sector Composition

1 Technology 12.92%
2 Consumer Discretionary 7.78%
3 Communication Services 5.26%
4 Financials 4.32%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
1
402
$0 ﹤0.01%
400
+350