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WAS
Winch Advisory Services Portfolio holdings
AUM
$438M
1-Year Est. Return
17.59%
This Fund
S&P 500
This Quarter
Est. Return
-2.96%
1 Year Est. Return
+17.59%
3 Year Est. Return
+72.54%
5 Year Est. Return
+91.41%
10 Year Est. Return
+331.7%
AUM
$438M
AUM Growth
-$14.1M
(-3.1%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
58.54%
Holding
540
New
22
Increased
186
Reduced
69
Closed
11
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$549K |
| 2 |
Apple
AAPL
|
+$383K |
| 3 |
NVIDIA
NVDA
|
+$377K |
| 4 |
Marvell Technology
MRVL
|
+$314K |
| 5 |
Goldman Sachs Physical Gold ETF Shares
AAAU
|
+$164K |
Sector Composition
| 1 | Technology | 21.91% |
| 2 | Communication Services | 7.41% |
| 3 | Financials | 7.22% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Consumer Staples | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Becton Dickinson
BDX
$44.1B
| – | – |
-17
| Closed | -$3.31K |
|
|
CYBR
502
DELISTED
CyberArk
CYBR
| – | – |
-24
| Closed | -$10.7K |
|
503
DNP Select Income Fund
DNP
$4.18B
| – | – |
-8
| Closed | -$85 |
|
|
EXAS
504
DELISTED
Exact Sciences
EXAS
| – | – |
-169
| Closed | -$17.2K |
|
505
Jacobs Solutions
J
$15.6B
| – | – |
-345
| Closed | -$45.7K |
|
506
Prudential Financial
PRU
$41.1B
| – | – |
-86
| Closed | -$9.66K |
|
|
TPIC
507
DELISTED
TPI Composites
TPIC
| $0 | ﹤0.01% |
19
| – | – |
|
508
UBS Group
UBS
$175B
| – | – |
-233
| Closed | -$10.8K |
|
|
AMTM
509
Amentum Holdings
AMTM
$5.07B
| – | – |
-365
| Closed | -$10.6K |
|
|
SPWR
510
DELISTED
SunPower Corporation Common Stock
SPWR
| – | – |
-52
| Closed | – |
|
|
DMK
511
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
| $0 | ﹤0.01% |
1
| – | – |
|
|
SEII
512
DELISTED
Sharing Economy International Inc. Common Stock (NV)
SEII
| $0 | ﹤0.01% |
100
| – | – |
|
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