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
$302M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.6M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$519K

Top Sells

1
+$6.68M
2
+$3.67M
3
+$3.26M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$556K
5
NVDA icon
NVIDIA
NVDA
+$495K

Sector Composition

1 Technology 22.21%
2 Financials 7.83%
3 Consumer Discretionary 6.4%
4 Communication Services 6.02%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$64.4K 0.02%
401
+1
127
$64K 0.02%
434
-250
128
$63.3K 0.02%
4,979
+47
129
$63K 0.02%
969
+3
130
$61.5K 0.02%
2,710
+1,813
131
$60.1K 0.02%
1,190
-42
132
$59.7K 0.02%
777
+4
133
$59.7K 0.02%
708
134
$59.3K 0.02%
4,119
-318
135
$59K 0.02%
530
136
$58.9K 0.02%
1,746
137
$55.5K 0.02%
1,350
-140
138
$53.7K 0.02%
496
139
$52.8K 0.02%
945
+4
140
$52.2K 0.02%
1,414
+13
141
$52.2K 0.02%
1,039
142
$51.9K 0.02%
304
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143
$51.6K 0.02%
553
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144
$50.9K 0.02%
219
+1
145
$50.3K 0.02%
209
+1
146
$49.7K 0.02%
989
+3
147
$49.2K 0.02%
667
+18
148
$49.1K 0.02%
360
+1
149
$47.8K 0.02%
82
150
$47K 0.02%
598
-56
4 5
6
7 8