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
$302M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Sells

1 +$1.15M
2 +$778K
3 +$335K
4
BABA icon
Alibaba
BABA
+$300K
5
IAU icon
iShares Gold Trust
IAU
+$298K

Sector Composition

1 Technology 23.56%
2 Financials 8.77%
3 Consumer Discretionary 8.7%
4 Communication Services 7.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
442
502
$0 ﹤0.01%
400