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
76
$284K 0.18%
+4,765
77
$231K 0.15%
+12,793
78
$202K 0.13%
+1,915
79
$183K 0.12%
+3,250
80
$182K 0.12%
+7,913
81
$179K 0.11%
+6,786
82
$172K 0.11%
+1,733
83
$171K 0.11%
+911
84
$171K 0.11%
+5,645
85
$154K 0.1%
+1,445
86
$153K 0.1%
+2,166
87
$140K 0.09%
+5,000
88
$124K 0.08%
+2,311
89
$99K 0.06%
+1,479
90
$92K 0.06%
+1,566
91
$81K 0.05%
+1,559
92
$79K 0.05%
+967
93
$75K 0.05%
+2,628
94
$67K 0.04%
+1,380
95
$67K 0.04%
+2,458
96
$61K 0.04%
+935
97
$60K 0.04%
+445
98
$57K 0.04%
+3,900
99
$51K 0.03%
+645
100
$51K 0.03%
+1,094
2 3
4
5 6