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
101
$68K 0.03%
342
+24
102
$67K 0.03%
236
103
$66K 0.03%
743
+2
104
$65K 0.03%
1,177
+10
105
$64K 0.03%
1,311
106
$64K 0.03%
+2,090
107
$64K 0.03%
+778
108
$64K 0.03%
483
+15
109
$63K 0.03%
1,262
+1,196
110
$63K 0.03%
477
+345
111
$60K 0.02%
773
112
$59K 0.02%
807
113
$59K 0.02%
2,244
+1,220
114
$58K 0.02%
1,511
+728
115
$57K 0.02%
1,807
-65
116
$54K 0.02%
1,115
117
$54K 0.02%
844
+4
118
$54K 0.02%
2,075
+10
119
$53K 0.02%
479
120
$53K 0.02%
872
121
$53K 0.02%
549
+105
122
$52K 0.02%
1,521
+69
123
$51K 0.02%
1,005
+8
124
$50K 0.02%
1,155
+1,034
125
$49K 0.02%
267
+31
3 4
5
6 7