WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
-3.02%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$378M
AUM Growth
+$378M
(-1.6%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
60.67%
Holding
569
New
16
Increased
183
Reduced
74
Closed
66
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$8.38M |
| 2 |
Apple
AAPL
|
$764K |
| 3 |
NVIDIA
NVDA
|
$474K |
| 4 |
Amazon
AMZN
|
$466K |
| 5 |
Visa
V
|
$177K |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 8.57% |
| 3 | Communication Services | 6.36% |
| 4 | Consumer Discretionary | 5.68% |
| 5 | Consumer Staples | 2.23% |
