WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+2.48%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$250M
AUM Growth
+$8.86M
(+3.7%)
Cap. Flow
+$4.41M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
55.03%
Holding
491
New
44
Increased
179
Reduced
49
Closed
10
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.84M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.17M |
| 3 |
Marvell Technology
MRVL
|
$1.95M |
| 4 |
NVIDIA
NVDA
|
$325K |
| 5 |
Amazon
AMZN
|
$232K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.93M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.97M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$936K |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$811K |
| 5 |
3M
MMM
|
$84K |
Sector Composition
| 1 | Technology | 19.02% |
| 2 | Financials | 10.08% |
| 3 | Consumer Discretionary | 9.97% |
| 4 | Communication Services | 7.87% |
| 5 | Healthcare | 2.55% |
