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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19K 0.01%
169
+4
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$19K 0.01%
519
+15
153
$19K 0.01%
+176
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351
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$18K 0.01%
99
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850
+26
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158
$18K 0.01%
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159
$17K 0.01%
792
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447
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70
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163
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760
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$16K 0.01%
231
+68
166
$16K 0.01%
188
+150
167
$16K 0.01%
292
+3
168
$16K 0.01%
231
+6
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$16K 0.01%
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$15K 0.01%
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+38
171
$15K 0.01%
341
-111
172
$15K 0.01%
89
173
$15K 0.01%
1,025
174
$15K 0.01%
892
175
$15K 0.01%
260
+2
5 6
7
8 9