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
$123M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.33M
3
+$2.31M
4
CVX icon
Chevron
CVX
+$2.21M
5
XOM icon
Exxon Mobil
XOM
+$2.16M

Top Sells

1
+$2.68M
2
+$1.82M
3
+$1.52M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
BMY icon
Bristol-Myers Squibb
BMY
+$816K

Sector Composition

1 Communication Services 17.17%
2 Healthcare 8.89%
3 Technology 7.22%
4 Consumer Discretionary 7.1%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
281
-14
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286
128
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+117
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278
+3
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$14K 0.01%
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205
132
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337
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251
+1
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1,128
135
$14K 0.01%
648
+3
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614
+1
137
$14K 0.01%
603
+2
138
$13K 0.01%
+360
139
$12K 0.01%
325
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$12K 0.01%
70
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141
$12K 0.01%
180
142
$11K 0.01%
571
+3
143
$11K 0.01%
886
+10
144
$11K 0.01%
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146
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240
147
$11K 0.01%
47
148
$11K 0.01%
256
+1
149
$10K 0.01%
+86
150
$10K 0.01%
745
+2
4 5
6
7 8