WAS
Winch Advisory Services Portfolio holdings
AUM
$452M
1-Year Est. Return
17.51%
This Fund
S&P 500
1 Year Est. Return
+17.51%
AUM
$452M
AUM Growth
+$7.68M
(+1.7%)
Holding
532
Top Buys
| 1 | +$3.78M | |
| 2 | +$941K | |
| 3 | +$785K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$761K |
| 5 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$581K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$1.84M | |
| 3 | +$975K | |
| 4 |
Apple
AAPL
|
+$891K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$596K |
Sector Composition
| 1 | Technology | 23.15% |
| 2 | Communication Services | 7.71% |
| 3 | Financials | 7.66% |
| 4 | Consumer Discretionary | 5.53% |
| 5 | Consumer Staples | 1.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
SentinelOne
S
$4.46B
| – | – |
-90
|
|
||
|
TPIC
502
DELISTED
TPI Composites
TPIC
| $0 | ﹤0.01% |
19
|
|
||
503
United Airlines
UAL
$33.4B
| – | – |
-37
|
|
||
504
UMB Financial
UMBF
$8.94B
| – | – |
-66
|
|
||
|
SPWR
505
DELISTED
SunPower Corporation Common Stock
SPWR
| $0 | ﹤0.01% |
52
|
|