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
101
$48K 0.03%
+1,136
102
$43K 0.03%
+647
103
$42K 0.03%
+1,164
104
$39K 0.02%
+603
105
$38K 0.02%
+564
106
$37K 0.02%
+353
107
$37K 0.02%
+501
108
$36K 0.02%
+2,079
109
$36K 0.02%
+812
110
$35K 0.02%
+378
111
$34K 0.02%
+927
112
$34K 0.02%
+581
113
$33K 0.02%
+752
114
$33K 0.02%
+604
115
$33K 0.02%
+500
116
$32K 0.02%
+298
117
$32K 0.02%
+2,081
118
$32K 0.02%
+515
119
$32K 0.02%
+531
120
$32K 0.02%
+1,528
121
$30K 0.02%
+364
122
$28K 0.02%
+340
123
$25K 0.02%
+279
124
$24K 0.02%
+664
125
$24K 0.02%
+848
3 4
5
6 7