WAS
Winch Advisory Services Portfolio holdings
AUM $378M
AUM
$378M
AUM Growth
-$6.25M (-2%)
Cap. Flow
+$11.6M
Cap. Flow % of AUM
3.08%
Top 10 Holdings %Top 10 Hldgs %
60.67%
Holding
569
New
16
Increased
183
Reduced
74
Closed
66
Top Buys
1 | $10.2M | |
2 | $7.54M | |
3 | $768K | |
4 | $723K | |
5 | $631K |
Top Sells
1 | $8.38M | |
2 | $764K | |
3 | $474K | |
4 | $466K | |
5 | $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% |