WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+1.53%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$82.5M
AUM Growth
+$20.5M
(+33%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
25.07%
Top 10 Holdings %
Top 10 Hldgs %
62.66%
Holding
315
New
60
Increased
107
Reduced
22
Closed
36
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$9.92M |
| 2 |
AGNC Investment
AGNC
|
$1.74M |
| 3 |
SPDR Gold Trust
GLD
|
$1.65M |
| 4 |
Wells Fargo
WFC
|
$1.3M |
| 5 |
AbbVie
ABBV
|
$1.26M |
Top Sells
| 1 |
AT&T
T
|
$4.63M |
| 2 |
Salesforce
CRM
|
$1.88M |
| 3 |
Apple
AAPL
|
$837K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$765K |
| 5 |
Kroger
KR
|
$363K |
Sector Composition
| 1 | Communication Services | 19.33% |
| 2 | Healthcare | 10.57% |
| 3 | Technology | 10.18% |
| 4 | Consumer Discretionary | 7.73% |
| 5 | Financials | 6.15% |
