WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
-3.16%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$233M
AUM Growth
+$233M
(-5%)
Cap. Flow
+$3.88M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
65.57%
Holding
467
New
9
Increased
158
Reduced
75
Closed
37
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$6.43M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$3.35M |
| 3 |
Tesla
TSLA
|
$512K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$390K |
| 5 |
Invesco QQQ Trust
QQQ
|
$156K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.87M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.77M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$351K |
| 4 |
Apple
AAPL
|
$281K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$185K |
Sector Composition
| 1 | Technology | 18.84% |
| 2 | Financials | 7.89% |
| 3 | Consumer Discretionary | 7.13% |
| 4 | Communication Services | 5.41% |
| 5 | Healthcare | 2.36% |
