WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
-12.69%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$245M
AUM Growth
-$42.6M
(-15%)
Cap. Flow
-$1.05M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
64.68%
Holding
513
New
23
Increased
138
Reduced
126
Closed
55
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$7.38M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$1.91M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$777K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$307K |
| 5 |
NVIDIA
NVDA
|
$175K |
Top Sells
Sector Composition
| 1 | Technology | 19.23% |
| 2 | Financials | 7.99% |
| 3 | Consumer Discretionary | 6.77% |
| 4 | Communication Services | 5.57% |
| 5 | Healthcare | 2.33% |
