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
76
$22K 0.02%
587
+18
77
$22K 0.02%
282
+137
78
$22K 0.02%
163
-4,089
79
$21K 0.02%
1,461
-615
80
$20K 0.02%
+540
81
$20K 0.02%
293
+2
82
$20K 0.02%
1,287
+16
83
$19K 0.02%
+189
84
$19K 0.02%
220
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85
$18K 0.02%
205
86
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447
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87
$18K 0.02%
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88
$18K 0.02%
+332
89
$18K 0.02%
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$17K 0.02%
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$17K 0.02%
1,349
+1
92
$17K 0.02%
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93
$17K 0.02%
139
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$16K 0.02%
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$16K 0.02%
3,740
97
$16K 0.02%
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98
$16K 0.02%
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99
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+6
100
$15K 0.02%
151
+1
2 3
4
5 6