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
$156M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.48M
3
+$5.39M
4
GSK icon
GSK
GSK
+$4.98M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.42M

Top Sells

1
+$10.7M
2
+$5.44M
3
+$3.78M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.59M
5
CAT icon
Caterpillar
CAT
+$2.39M

Sector Composition

1 Communication Services 16.58%
2 Financials 14.24%
3 Healthcare 13.18%
4 Technology 11.08%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.02%
502
+1
77
$37K 0.02%
597
+8
78
$37K 0.02%
608
+3
79
$35K 0.02%
274
+120
80
$35K 0.02%
2,080
+6
81
$35K 0.02%
728
+5
82
$34K 0.02%
357
+2
83
$34K 0.02%
757
+2
84
$34K 0.02%
518
+1
85
$34K 0.02%
540
+5
86
$33K 0.02%
1,010
+115
87
$33K 0.02%
343
+1
88
$32K 0.02%
604
89
$29K 0.02%
500
90
$27K 0.02%
345
91
$27K 0.02%
856
+308
92
$27K 0.02%
1,553
+13
93
$26K 0.02%
279
94
$24K 0.02%
688
+13
95
$23K 0.01%
383
+5
96
$22K 0.01%
517
-300
97
$22K 0.01%
220
-37,752
98
$20K 0.01%
315
-85,711
99
$20K 0.01%
203
+2
100
$19K 0.01%
445
-46,991
2 3
4
5 6