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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.01%
34,558
+1,637
27
$2.46M 0.99%
50,181
+39,774
28
$2.42M 0.97%
18,199
+1,145
29
$2.07M 0.83%
7,035
+309
30
$2M 0.8%
61,400
-732
31
$1.72M 0.69%
4,343
+1
32
$1.7M 0.68%
4,783
+338
33
$1.62M 0.65%
7,447
+780
34
$1.61M 0.64%
44,318
+1,005
35
$1.47M 0.59%
7,769
+599
36
$1.4M 0.56%
8,779
+198
37
$1.29M 0.52%
24,537
+2,814
38
$1.19M 0.48%
19,425
+2,505
39
$1.15M 0.46%
10,546
+1,900
40
$1.14M 0.46%
3,239
+467
41
$1.02M 0.41%
8,675
+939
42
$993K 0.4%
33,500
-743
43
$867K 0.35%
28,369
+2,469
44
$698K 0.28%
4,331
-521
45
$661K 0.26%
4,879
+586
46
$659K 0.26%
1,634
-23
47
$653K 0.26%
8,455
+850
48
$627K 0.25%
1,938
-105
49
$623K 0.25%
6,656
-293
50
$619K 0.25%
12,096
+500
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