WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
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 0-1 Year 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
$67K 0.03%
236
102
$66K 0.03%
743
+2
103
$65K 0.03%
1,177
+10
104
$64K 0.03%
1,311
105
$64K 0.03%
+2,090
106
$64K 0.03%
+778
107
$64K 0.03%
966
+30
108
$63K 0.03%
1,262
+1,196
109
$63K 0.03%
477
+345
110
$60K 0.02%
1,847
111
$59K 0.02%
807
112
$59K 0.02%
2,244
+1,220
113
$58K 0.02%
1,511
+728
114
$57K 0.02%
1,807
-65
115
$54K 0.02%
1,115
116
$54K 0.02%
844
+4
117
$54K 0.02%
2,075
+10
118
$53K 0.02%
479
119
$53K 0.02%
872
120
$53K 0.02%
549
+105
121
$52K 0.02%
1,521
+69
122
$51K 0.02%
1,005
+8
123
$50K 0.02%
1,155
+1,034
124
$49K 0.02%
267
+31
125
$48K 0.02%
401
+89
3 4
5
6 7