WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
+2.28%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$192M
AUM Growth
+$192M
(+6.1%)
Cap. Flow
+$8.64M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
55.3%
Holding
499
New
105
Increased
160
Reduced
65
Closed
38
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$16.2M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$7.53M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$4.57M |
| 4 |
Microsoft
MSFT
|
$2.42M |
| 5 |
Amazon
AMZN
|
$1.12M |
Top Sells
Sector Composition
| 1 | Technology | 17.9% |
| 2 | Consumer Discretionary | 10.03% |
| 3 | Energy | 9.5% |
| 4 | Communication Services | 6.96% |
| 5 | Financials | 5.62% |