WAS
Winch Advisory Services Portfolio holdings
AUM
$452M
1-Year Est. Return
17.53%
This Fund
S&P 500
1 Year Est. Return
+17.53%
AUM
$444M
AUM Growth
+$34.9M
(+8.5%)
Holding
527
Top Buys
| 1 | +$8.16M | |
| 2 | +$1.21M | |
| 3 | +$563K | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$324K |
| 5 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$268K |
Top Sells
| 1 | +$296K | |
| 2 | +$235K | |
| 3 | +$193K | |
| 4 |
Microsoft
MSFT
|
+$122K |
| 5 |
Marvell Technology
MRVL
|
+$86.8K |
Sector Composition
| 1 | Technology | 24.37% |
| 2 | Financials | 7.73% |
| 3 | Communication Services | 7.4% |
| 4 | Consumer Discretionary | 5.61% |
| 5 | Consumer Staples | 1.91% |
