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
101
$15K 0.02%
+388
102
$15K 0.02%
226
+1
103
$14K 0.02%
114
+2
104
$14K 0.02%
+384
105
$14K 0.02%
154
+1
106
$14K 0.02%
262
+1
107
$14K 0.02%
+410
108
$14K 0.02%
300
109
$13K 0.01%
+1,423
110
$13K 0.01%
218
+2
111
$13K 0.01%
280
+2
112
$13K 0.01%
+640
113
$13K 0.01%
+610
114
$13K 0.01%
+596
115
$12K 0.01%
416
+4
116
$12K 0.01%
720
117
$12K 0.01%
148
+1
118
$11K 0.01%
561
-171
119
$11K 0.01%
81
120
$11K 0.01%
356
+1
121
$11K 0.01%
+1,128
122
$11K 0.01%
1,010
+16
123
$10K 0.01%
827
-976
124
$10K 0.01%
84
-16,192
125
$10K 0.01%
636
+10
3 4
5
6 7