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WAS
Winch Advisory Services Portfolio holdings
AUM
$438M
1-Year Est. Return
17.59%
This Fund
S&P 500
This Quarter
Est. Return
+4.75%
1 Year Est. Return
+17.59%
3 Year Est. Return
+72.54%
5 Year Est. Return
+91.41%
10 Year Est. Return
+331.7%
AUM
$158M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
94.02%
Top 10 Holdings %
Top 10 Hldgs %
44.41%
Holding
298
New
296
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$13.4M |
| 2 |
SLB Ltd
SLB
|
+$9.22M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$7.01M |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$6.99M |
| 5 |
3M
MMM
|
+$6.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 15.42% |
| 2 | Financials | 12.53% |
| 3 | Technology | 8.42% |
| 4 | Healthcare | 7.58% |
| 5 | Industrials | 7.56% |
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Winch Advisory Services's Q1 2014 Portfolio in Review
Q1 2014 is the first quarter with a 13F filing on record for Winch Advisory Services, which disclosed 298 positions worth $158M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 72,770 shares worth $13.6M.
By sector, the portfolio is most concentrated in Energy at 15% of assets, followed by Financials and Technology.
- Winch Advisory Services's largest Q1 2014 buy was State Street SPDR S&P 500 ETF Trust: 72,770 shares worth $13.6M.
- Winch Advisory Services's ten largest holdings make up 44% of its $158M portfolio in Q1 2014.
- Winch Advisory Services disclosed 298 positions in Q1 2014, its first 13F filing on record.
Based on Winch Advisory Services's 13F filing for Q1 2014, filed 14 May 2014.