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
$172M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.5M
3
+$5.86M
4
MRK icon
Merck
MRK
+$5.59M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.1M

Top Sells

1
+$8.91M
2
+$5.95M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.41M

Sector Composition

1 Healthcare 14.66%
2 Financials 11.38%
3 Communication Services 9.22%
4 Industrials 8.47%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
+966
152
$9K 0.01%
+187
153
$9K 0.01%
+109
154
$9K 0.01%
+306
155
$9K 0.01%
+323
156
$9K 0.01%
+82
157
$9K 0.01%
+71
158
$9K 0.01%
+100
159
$9K 0.01%
+608
160
$9K 0.01%
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161
$8K ﹤0.01%
+320
162
$8K ﹤0.01%
+133
163
$8K ﹤0.01%
+600
164
$8K ﹤0.01%
+107
165
$8K ﹤0.01%
+91
166
$7K ﹤0.01%
+314
167
$7K ﹤0.01%
+402
168
$7K ﹤0.01%
+100
169
$7K ﹤0.01%
+81
170
$7K ﹤0.01%
+255
171
$7K ﹤0.01%
+108
172
$7K ﹤0.01%
+92
173
$7K ﹤0.01%
+259
174
$7K ﹤0.01%
+311
175
$7K ﹤0.01%
+284
5 6
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