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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30K 0.01%
136
+1
152
$30K 0.01%
269
-25
153
$30K 0.01%
138
154
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139
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$28K 0.01%
631
+6
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$28K 0.01%
885
+7
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$28K 0.01%
109
+75
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$27K 0.01%
198
+1
159
$27K 0.01%
770
160
$27K 0.01%
74
+1
161
$26K 0.01%
524
+1
162
$26K 0.01%
114
+17
163
$25K 0.01%
1,045
164
$25K 0.01%
164
165
$24K 0.01%
110
+13
166
$24K 0.01%
388
+1
167
$23K 0.01%
115
+37
168
$23K 0.01%
1,870
169
$22K 0.01%
657
+500
170
$22K 0.01%
391
-141
171
$21K 0.01%
217
+36
172
$21K 0.01%
471
+1
173
$21K 0.01%
64
174
$21K 0.01%
78
175
$21K 0.01%
346
+4
5 6
7
8 9