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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
650
177
$9K ﹤0.01%
71
178
$9K ﹤0.01%
617
+9
179
$9K ﹤0.01%
+182
180
$9K ﹤0.01%
979
+13
181
$8K ﹤0.01%
320
182
$8K ﹤0.01%
82
+1
183
$8K ﹤0.01%
93
+1
184
$8K ﹤0.01%
375
185
$8K ﹤0.01%
280
+5
186
$7K ﹤0.01%
205
-65
187
$7K ﹤0.01%
261
+2
188
$7K ﹤0.01%
107
189
$7K ﹤0.01%
288
+4
190
$6K ﹤0.01%
324
+10
191
$6K ﹤0.01%
409
+7
192
$6K ﹤0.01%
145
-42
193
$6K ﹤0.01%
109
+1
194
$6K ﹤0.01%
200
195
$6K ﹤0.01%
318
+7
196
$5K ﹤0.01%
69
197
$5K ﹤0.01%
55
198
$5K ﹤0.01%
503
-446
199
$5K ﹤0.01%
245
+2
200
$5K ﹤0.01%
154
+2
6 7
8
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