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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.21%
2,331
+180
52
$473K 0.19%
8,130
+133
53
$466K 0.19%
4,520
54
$359K 0.14%
15,687
+718
55
$310K 0.12%
7,674
+626
56
$291K 0.12%
1,406
+2
57
$289K 0.12%
1,288
-20
58
$256K 0.1%
5,649
+2,067
59
$241K 0.1%
6,647
+3,661
60
$240K 0.1%
1,051
+524
61
$226K 0.09%
1,624
-1
62
$223K 0.09%
1,483
+112
63
$220K 0.09%
1,339
+492
64
$211K 0.08%
1,500
65
$199K 0.08%
601
66
$164K 0.07%
741
67
$159K 0.06%
12,948
+460
68
$159K 0.06%
+3,092
69
$158K 0.06%
1,868
+1,770
70
$152K 0.06%
318
71
$144K 0.06%
565
+100
72
$140K 0.06%
1,150
+1,076
73
$139K 0.06%
11,938
+115
74
$137K 0.05%
1,311
-6
75
$133K 0.05%
2,548
+1,836
1 2
3
4 5