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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.41%
+25,158
52
$645K 0.41%
+4,329
53
$638K 0.4%
+23,125
54
$636K 0.4%
+6,483
55
$631K 0.4%
+7,239
56
$624K 0.4%
+18,017
57
$623K 0.39%
+6,534
58
$621K 0.39%
+8,223
59
$619K 0.39%
+10,058
60
$619K 0.39%
+47,824
61
$618K 0.39%
+17,668
62
$613K 0.39%
+8,714
63
$608K 0.39%
+14,199
64
$602K 0.38%
+22,405
65
$586K 0.37%
+13,682
66
$569K 0.36%
+93,588
67
$562K 0.36%
+6,618
68
$562K 0.36%
+10,644
69
$548K 0.35%
+10,430
70
$542K 0.34%
+17,536
71
$483K 0.31%
+8,187
72
$483K 0.31%
+7,656
73
$477K 0.3%
+5,300
74
$459K 0.29%
+16,746
75
$451K 0.29%
+4,540
1 2
3
4 5