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
$327M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.23M
3
+$3.27M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$727K

Top Sells

1
+$7.98M
2
+$6.6M
3
+$4.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.5M
5
GLD icon
SPDR Gold Trust
GLD
+$1.47M

Sector Composition

1 Technology 23.2%
2 Financials 8.28%
3 Communication Services 6.57%
4 Consumer Discretionary 6.56%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.02%
708
127
$65.9K 0.02%
404
+3
128
$65.3K 0.02%
209
129
$65K 0.02%
356
+52
130
$63.8K 0.02%
82
131
$63.3K 0.02%
4,001
-118
132
$62.7K 0.02%
642
+292
133
$62.4K 0.02%
1,161
+10
134
$62.2K 0.02%
1,746
135
$61.4K 0.02%
2,733
+23
136
$59.8K 0.02%
781
+4
137
$59.8K 0.02%
1,197
+7
138
$59K 0.02%
5,958
+3,748
139
$58.3K 0.02%
948
+3
140
$56.5K 0.02%
1,387
-891
141
$56.4K 0.02%
1,350
142
$56.2K 0.02%
526
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143
$56.1K 0.02%
278
144
$55.6K 0.02%
1,426
+12
145
$54.9K 0.02%
220
+1
146
$54.9K 0.02%
496
147
$53.4K 0.02%
362
+2
148
$52.4K 0.02%
1,039
149
$51.9K 0.02%
602
+4
150
$49.2K 0.02%
1,265
4 5
6
7 8