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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$7.53M
3 +$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
3
477
$0 ﹤0.01%
225
478
$0 ﹤0.01%
11
479
$0 ﹤0.01%
8
480
-100
481
$0 ﹤0.01%
400