WAS

Winch Advisory Services Portfolio holdings

AUM $444M
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.54M
3
+$768K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$723K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$631K

Top Sells

1
+$8.38M
2
+$764K
3
+$474K
4
AMZN icon
Amazon
AMZN
+$466K
5
V icon
Visa
V
+$177K

Sector Composition

1 Technology 20.58%
2 Financials 8.57%
3 Communication Services 6.36%
4 Consumer Discretionary 5.68%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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