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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$4.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.61M
5
CRM icon
Salesforce
CRM
+$3.29M

Top Sells

1
+$3.51M
2
+$2.01M
3
+$1.93M
4
AAP icon
Advance Auto Parts
AAP
+$1.35M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
174
+66
127
$9K 0.01%
+152
128
$9K 0.01%
310
+2
129
$9K 0.01%
+65
130
$9K 0.01%
+50
131
$9K 0.01%
209
+2
132
$9K 0.01%
669
+3
133
$9K 0.01%
112
134
$9K 0.01%
+290
135
$9K 0.01%
208
+2
136
$9K 0.01%
+362
137
$8K 0.01%
+230
138
$8K 0.01%
110
139
$8K 0.01%
94
+1
140
$8K 0.01%
870
+190
141
$8K 0.01%
298
+5
142
$7K 0.01%
+688
143
$7K 0.01%
+144
144
$7K 0.01%
3,260
145
$7K 0.01%
145
-72,771
146
$7K 0.01%
34
147
$7K 0.01%
200
148
$7K 0.01%
169
+104
149
$7K 0.01%
182
150
$7K 0.01%
375
4 5
6
7 8