WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
+4.75%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$158M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
99.8%
Top 10 Holdings %
Top 10 Hldgs %
44.42%
Holding
298
New
295
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.6M |
| 2 |
Schlumberger
SLB
|
$9.94M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$7.5M |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$7.15M |
| 5 |
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% |
