WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+2.57%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$156M
AUM Growth
-$14.5M
(-8.5%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-9.57%
Top 10 Holdings %
Top 10 Hldgs %
49.88%
Holding
308
New
26
Increased
101
Reduced
40
Closed
52
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.56M |
| 2 |
Walt Disney
DIS
|
$5.48M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$5.39M |
| 4 |
GSK
GSK
|
$4.98M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.42M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.7M |
| 2 |
Halliburton
HAL
|
$5.44M |
| 3 |
Schlumberger
SLB
|
$3.78M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.59M |
| 5 |
Caterpillar
CAT
|
$2.39M |
Sector Composition
| 1 | Communication Services | 16.58% |
| 2 | Financials | 14.24% |
| 3 | Healthcare | 13.18% |
| 4 | Technology | 11.08% |
| 5 | Industrials | 6.71% |
