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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$4.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.61M
5
CRM icon
Salesforce
CRM
+$3.29M

Top Sells

1
+$3.51M
2
+$2.01M
3
+$1.93M
4
AAP icon
Advance Auto Parts
AAP
+$1.35M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
+161
177
$4K ﹤0.01%
67
-33,721
178
$4K ﹤0.01%
+123
179
$4K ﹤0.01%
+195
180
$4K ﹤0.01%
102
+1
181
$4K ﹤0.01%
163
-117
182
$3K ﹤0.01%
69
+1
183
$3K ﹤0.01%
109
-1
184
$3K ﹤0.01%
174
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185
$3K ﹤0.01%
1,434
-33
186
$3K ﹤0.01%
160
-160
187
$3K ﹤0.01%
86
+1
188
$3K ﹤0.01%
152
+1
189
$3K ﹤0.01%
24
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190
$3K ﹤0.01%
+50
191
$3K ﹤0.01%
468
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192
$3K ﹤0.01%
88
193
$3K ﹤0.01%
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194
$3K ﹤0.01%
63
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195
$3K ﹤0.01%
58
+1
196
$3K ﹤0.01%
266
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197
$3K ﹤0.01%
+150
198
$3K ﹤0.01%
35
199
$3K ﹤0.01%
13
200
$3K ﹤0.01%
59
6 7
8
9 10