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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$4.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.61M
5
CRM icon
Salesforce
CRM
+$3.29M

Top Sells

1
+$3.51M
2
+$2.01M
3
+$1.93M
4
AAP icon
Advance Auto Parts
AAP
+$1.35M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44K 0.05%
519
+30
52
$44K 0.05%
1,493
+584
53
$43K 0.05%
+265
54
$43K 0.05%
2,547
+2,497
55
$43K 0.05%
648
-204
56
$42K 0.05%
838
+12
57
$41K 0.05%
+1,443
58
$41K 0.05%
559
+4
59
$38K 0.04%
620
-48
60
$37K 0.04%
868
+4
61
$35K 0.04%
766
+3
62
$33K 0.04%
617
+4
63
$32K 0.04%
298
64
$32K 0.04%
+650
65
$30K 0.03%
1,623
+15
66
$29K 0.03%
202
67
$29K 0.03%
514
+1
68
$28K 0.03%
881
69
$28K 0.03%
351
+2
70
$26K 0.03%
605
+207
71
$25K 0.03%
248
-202
72
$25K 0.03%
909
73
$24K 0.03%
879
+13
74
$23K 0.03%
273
+40
75
$22K 0.02%
396
+5
1 2
3
4 5