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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$31K 0.02%
347
+1
127
$30K 0.02%
+355
128
$28K 0.02%
322
+1
129
$28K 0.02%
608
-62
130
$27K 0.01%
905
131
$27K 0.01%
316
-5,979
132
$27K 0.01%
1,258
+8
133
$25K 0.01%
846
+17
134
$25K 0.01%
+374
135
$23K 0.01%
386
136
$23K 0.01%
512
-458
137
$23K 0.01%
1,342
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138
$22K 0.01%
198
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139
$20K 0.01%
320
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140
$18K 0.01%
146
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141
$18K 0.01%
204
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142
$18K 0.01%
748
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$17K 0.01%
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$17K 0.01%
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145
$16K 0.01%
150
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146
$15K 0.01%
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147
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171
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148
$15K 0.01%
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149
$15K 0.01%
394
-144,054
150
$15K 0.01%
522
-1,492
4 5
6
7 8