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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48K 0.02%
401
+89
127
$46K 0.02%
988
-43
128
$45K 0.02%
1,121
+4
129
$41K 0.02%
497
130
$40K 0.02%
345
+1
131
$39K 0.02%
+2,904
132
$38K 0.02%
117
+33
133
$37K 0.01%
99
-40
134
$36K 0.01%
117
-10
135
$36K 0.01%
909
+1
136
$36K 0.01%
+4,078
137
$36K 0.01%
1,121
+721
138
$35K 0.01%
+1,760
139
$34K 0.01%
92
140
$34K 0.01%
90
141
$34K 0.01%
656
142
$33K 0.01%
309
+29
143
$32K 0.01%
508
144
$32K 0.01%
380
+70
145
$32K 0.01%
706
+9
146
$32K 0.01%
2,038
+8
147
$32K 0.01%
529
148
$31K 0.01%
270
149
$31K 0.01%
391
+290
150
$31K 0.01%
350
4 5
6
7 8