WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+0.85%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$123M
AUM Growth
+$40.2M
(+49%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
32.39%
Top 10 Holdings %
Top 10 Hldgs %
42.33%
Holding
337
New
58
Increased
95
Reduced
47
Closed
49
Top Buys
| 1 |
AT&T
T
|
$6.07M |
| 2 |
SPDR Gold Trust
GLD
|
$2.33M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.31M |
| 4 |
Chevron
CVX
|
$2.21M |
| 5 |
Exxon Mobil
XOM
|
$2.16M |
Top Sells
| 1 |
Starbucks
SBUX
|
$2.68M |
| 2 |
Apple
AAPL
|
$1.82M |
| 3 |
Wells Fargo
WFC
|
$1.52M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.13M |
| 5 |
Bristol-Myers Squibb
BMY
|
$816K |
Sector Composition
| 1 | Communication Services | 17.17% |
| 2 | Healthcare | 8.89% |
| 3 | Technology | 7.22% |
| 4 | Consumer Discretionary | 7.1% |
| 5 | Consumer Staples | 6.66% |
