WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+2.98%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$62M
AUM Growth
-$26.2M
(-30%)
Cap. Flow
-$25.9M
Cap. Flow
% of AUM
-41.82%
Top 10 Holdings %
Top 10 Hldgs %
75.11%
Holding
321
New
45
Increased
80
Reduced
42
Closed
66
Top Buys
| 1 |
AT&T
T
|
$4.63M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.53M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.02M |
| 4 |
Lockheed Martin
LMT
|
$1.04M |
| 5 |
Northrop Grumman
NOC
|
$455K |
Top Sells
| 1 |
Walt Disney
DIS
|
$5.43M |
| 2 |
Amazon
AMZN
|
$5.08M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.88M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.12M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$3.06M |
Sector Composition
| 1 | Communication Services | 35.19% |
| 2 | Technology | 19.08% |
| 3 | Healthcare | 10.18% |
| 4 | Consumer Discretionary | 8.39% |
| 5 | Financials | 4.67% |
