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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
+331
152
$13K 0.01%
+139
153
$13K 0.01%
+201
154
$13K 0.01%
+130
155
$13K 0.01%
+306
156
$12K 0.01%
+109
157
$12K 0.01%
+3,260
158
$12K 0.01%
+318
159
$12K 0.01%
+83
160
$12K 0.01%
+359
161
$12K 0.01%
+650
162
$12K 0.01%
+108
163
$12K 0.01%
+892
164
$11K 0.01%
+85
165
$10K 0.01%
+151
166
$10K 0.01%
+303
167
$10K 0.01%
+223
168
$10K 0.01%
+46
169
$10K 0.01%
+161
170
$10K 0.01%
+200
171
$10K 0.01%
+864
172
$10K 0.01%
+915
173
$9K 0.01%
+175
174
$9K 0.01%
+100
175
$9K 0.01%
+878
5 6
7
8 9