WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.41K ﹤0.01%
1,500
427
$1.39K ﹤0.01%
200
428
$1.37K ﹤0.01%
11
429
$1.31K ﹤0.01%
25
430
$1.27K ﹤0.01%
55
431
$1.26K ﹤0.01%
52
+1
432
$1.26K ﹤0.01%
18
433
$1.23K ﹤0.01%
10
434
$1.2K ﹤0.01%
172
435
$1.1K ﹤0.01%
161
+2
436
$1.02K ﹤0.01%
24
437
$994 ﹤0.01%
143
438
$987 ﹤0.01%
+4
439
$964 ﹤0.01%
+15
440
$933 ﹤0.01%
93
+6
441
$915 ﹤0.01%
+3
442
$820 ﹤0.01%
67
443
$815 ﹤0.01%
2
444
$786 ﹤0.01%
117
445
$685 ﹤0.01%
38
446
$655 ﹤0.01%
500
447
$613 ﹤0.01%
34
448
$540 ﹤0.01%
62
449
$530 ﹤0.01%
1
450
$523 ﹤0.01%
13
16 17
18
19 20