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
76
$127K 0.05%
386
+1
77
$114K 0.05%
660
+615
78
$107K 0.04%
1,681
+6
79
$106K 0.04%
2,721
+7
80
$104K 0.04%
806
+4
81
$100K 0.04%
+2,204
82
$100K 0.04%
268
+1
83
$100K 0.04%
1,489
+2
84
$98K 0.04%
1,052
85
$92K 0.04%
1,718
86
$91K 0.04%
900
+3
87
$87K 0.03%
1,640
+1
88
$83K 0.03%
1,626
+1,374
89
$83K 0.03%
1,319
90
$77K 0.03%
1,372
+47
91
$76K 0.03%
535
+7
92
$75K 0.03%
1,017
+28
93
$74K 0.03%
3,044
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94
$71K 0.03%
769
95
$71K 0.03%
682
96
$71K 0.03%
1,066
+7
97
$70K 0.03%
2,856
+71
98
$70K 0.03%
973
+1
99
$69K 0.03%
641
100
$68K 0.03%
1,140
2 3
4
5 6