WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$59.6K 0.01%
327
+3
152
$59.5K 0.01%
1,463
153
$57.7K 0.01%
384
154
$57.2K 0.01%
1,137
+3
155
$55.8K 0.01%
413
+1
156
$55.4K 0.01%
198
-43
157
$54.9K 0.01%
1,914
+12
158
$54.3K 0.01%
496
159
$52.6K 0.01%
1,039
160
$51.4K 0.01%
1,309
161
$50.7K 0.01%
1,945
+29
162
$48.8K 0.01%
1,180
+4
163
$45.9K 0.01%
186
+2
164
$45.5K 0.01%
160
165
$45.4K 0.01%
572
-46
166
$45.1K 0.01%
343
-205
167
$45K 0.01%
1,102
+8
168
$44.9K 0.01%
153
+2
169
$44.8K 0.01%
79
170
$43.9K 0.01%
1,188
+2
171
$43.6K 0.01%
320
+50
172
$43.4K 0.01%
411
-121
173
$42.4K 0.01%
387
174
$42.4K 0.01%
40
175
$42.1K 0.01%
774
5 6
7
8 9