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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
+134
177
$9K 0.01%
+240
178
$9K 0.01%
+201
179
$9K 0.01%
+615
180
$9K 0.01%
+115
181
$9K 0.01%
+348
182
$9K 0.01%
+253
183
$8K 0.01%
+302
184
$8K 0.01%
+203
185
$8K 0.01%
+74
186
$8K 0.01%
+108
187
$8K 0.01%
+478
188
$7K ﹤0.01%
+172
189
$7K ﹤0.01%
+379
190
$7K ﹤0.01%
+270
191
$7K ﹤0.01%
+100
192
$7K ﹤0.01%
+266
193
$7K ﹤0.01%
+109
194
$7K ﹤0.01%
+268
195
$6K ﹤0.01%
+234
196
$6K ﹤0.01%
+402
197
$6K ﹤0.01%
+133
198
$5K ﹤0.01%
+66
199
$5K ﹤0.01%
+36
200
$5K ﹤0.01%
+141
6 7
8
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