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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
+378
127
$22K 0.01%
+512
128
$21K 0.01%
+993
129
$21K 0.01%
+416
130
$21K 0.01%
+345
131
$21K 0.01%
+542
132
$21K 0.01%
+569
133
$20K 0.01%
+309
134
$19K 0.01%
+153
135
$19K 0.01%
+201
136
$18K 0.01%
+514
137
$18K 0.01%
+788
138
$17K 0.01%
+600
139
$17K 0.01%
+202
140
$16K 0.01%
+268
141
$16K 0.01%
+446
142
$16K 0.01%
+1,000
143
$14K 0.01%
+343
144
$14K 0.01%
+625
145
$14K 0.01%
+275
146
$14K 0.01%
+192
147
$14K 0.01%
+155
148
$14K 0.01%
+375
149
$13K 0.01%
+80
150
$13K 0.01%
+155
4 5
6
7 8