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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$4.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.61M
5
CRM icon
Salesforce
CRM
+$3.29M

Top Sells

1
+$3.51M
2
+$2.01M
3
+$1.93M
4
AAP icon
Advance Auto Parts
AAP
+$1.35M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$246K 0.28%
3,152
-1,192
27
$211K 0.24%
5,889
+51
28
$205K 0.23%
1,613
-353
29
$205K 0.23%
1,732
+55
30
$193K 0.22%
2,428
+20
31
$160K 0.18%
2,798
-124
32
$149K 0.17%
1,125
+12
33
$131K 0.15%
5,000
34
$118K 0.13%
545
+410
35
$112K 0.13%
1,856
-70
36
$105K 0.12%
1,163
+188
37
$93K 0.11%
1,004
+6
38
$92K 0.1%
6,531
+98
39
$80K 0.09%
389
+86
40
$79K 0.09%
777
+611
41
$71K 0.08%
1,410
+4
42
$66K 0.07%
+2,414
43
$63K 0.07%
420
+3
44
$55K 0.06%
978
45
$50K 0.06%
728
46
$50K 0.06%
+2,063
47
$49K 0.06%
1,840
+1,686
48
$48K 0.05%
480
+103
49
$48K 0.05%
1,570
+119
50
$44K 0.05%
670
-78
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