WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+1.7%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$159M
AUM Growth
+$1.33M
(+0.85%)
Cap. Flow
-$462K
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
37.69%
Holding
346
New
38
Increased
109
Reduced
60
Closed
23
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$2.23M |
| 2 |
Pfizer
PFE
|
$1.26M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.18M |
| 4 |
Amazon
AMZN
|
$859K |
| 5 |
Apple
AAPL
|
$383K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.96M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.35M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32M |
| 4 |
Truist Financial
TFC
|
$1.3M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$561K |
Sector Composition
| 1 | Communication Services | 10.88% |
| 2 | Energy | 9.58% |
| 3 | Technology | 6.57% |
| 4 | Financials | 5.5% |
| 5 | Consumer Discretionary | 5.29% |
