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
$302M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.6M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$519K

Top Sells

1
+$6.68M
2
+$3.67M
3
+$3.26M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$556K
5
NVDA icon
NVIDIA
NVDA
+$495K

Sector Composition

1 Technology 22.21%
2 Financials 7.83%
3 Consumer Discretionary 6.4%
4 Communication Services 6.02%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$46.9K 0.02%
179
+1
152
$44.2K 0.01%
128
-3
153
$44.1K 0.01%
1,265
+7
154
$43.1K 0.01%
166
+83
155
$41.6K 0.01%
1,909
156
$41.3K 0.01%
278
157
$41.3K 0.01%
1,463
+1,004
158
$40.4K 0.01%
502
+2
159
$40.1K 0.01%
79
-75
160
$40K 0.01%
384
161
$39.7K 0.01%
918
+18
162
$38.8K 0.01%
356
+1
163
$37K 0.01%
1,244
-52
164
$35.9K 0.01%
44
165
$35.9K 0.01%
1,760
166
$35.8K 0.01%
2,201
+47
167
$35.6K 0.01%
1,034
168
$34.6K 0.01%
350
169
$34.5K 0.01%
856
+19
170
$33.7K 0.01%
1,324
+4
171
$33.7K 0.01%
237
-36
172
$33.3K 0.01%
1,178
+748
173
$32.9K 0.01%
568
+8
174
$32.9K 0.01%
387
175
$32.3K 0.01%
151
5 6
7
8 9