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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35K 0.02%
98
127
$35K 0.02%
375
-45
128
$35K 0.02%
+1,015
129
$32K 0.02%
672
+5
130
$32K 0.02%
366
+2
131
$31K 0.02%
1,027
+751
132
$31K 0.02%
333
+1
133
$30K 0.02%
270
134
$30K 0.02%
369
-47
135
$29K 0.02%
572
-99
136
$26K 0.01%
350
-38
137
$25K 0.01%
63
+12
138
$23K 0.01%
+1,500
139
$23K 0.01%
1,128
140
$22K 0.01%
309
141
$22K 0.01%
133
+1
142
$22K 0.01%
+1,500
143
$22K 0.01%
257
+2
144
$21K 0.01%
253
+18
145
$21K 0.01%
194
+1
146
$21K 0.01%
483
+3
147
$20K 0.01%
21
148
$20K 0.01%
96
+42
149
$20K 0.01%
100
150
$20K 0.01%
697
+9
4 5
6
7 8