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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71K 0.04%
+233
102
$69K 0.04%
+2,728
103
$69K 0.04%
+2,313
104
$68K 0.04%
+1,012
105
$58K 0.03%
978
-511
106
$58K 0.03%
2,220
-6
107
$55K 0.03%
847
+4
108
$52K 0.03%
1,417
+880
109
$49K 0.03%
665
+2
110
$45K 0.02%
551
+4
111
$44K 0.02%
461
+4
112
$42K 0.02%
815
-15,736
113
$41K 0.02%
728
114
$40K 0.02%
1,860
+1,060
115
$39K 0.02%
+4,020
116
$38K 0.02%
2,766
-1,046
117
$37K 0.02%
761
-88
118
$35K 0.02%
+531
119
$35K 0.02%
860
-100
120
$35K 0.02%
374
-14,978
121
$34K 0.02%
855
-138
122
$33K 0.02%
1,593
+13
123
$32K 0.02%
298
-207
124
$31K 0.02%
2,066
+9
125
$31K 0.02%
+632
3 4
5
6 7