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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
300
152
$14K 0.01%
511
-1,381
153
$14K 0.01%
112
+1
154
$14K 0.01%
317
+1
155
$14K 0.01%
259
+1
156
$14K 0.01%
276
+2
157
$14K 0.01%
+147
158
$14K 0.01%
235
-51,779
159
$13K 0.01%
410
+2
160
$13K 0.01%
153
161
$13K 0.01%
354
162
$13K 0.01%
+3,740
163
$13K 0.01%
720
+120
164
$13K 0.01%
1,046
+21
165
$12K 0.01%
646
+7
166
$12K 0.01%
3,260
167
$12K 0.01%
206
+1
168
$12K 0.01%
389
+63
169
$12K 0.01%
666
170
$11K 0.01%
81
171
$11K 0.01%
62
+1
172
$11K 0.01%
143
+4
173
$11K 0.01%
142
174
$10K 0.01%
214
-36
175
$10K 0.01%
+112
5 6
7
8 9