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
$241M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.91M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.58M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$916K

Top Sells

1
+$9.15M
2
+$8.83M
3
+$5.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$765K

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 10.34%
3 Financials 9.45%
4 Communication Services 7.4%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.01%
1,045
177
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+301
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$16K 0.01%
200
179
$16K 0.01%
792
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187
+1
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$15K 0.01%
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64
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184
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200
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101
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135
+1
187
$15K 0.01%
230
-124
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$15K 0.01%
383
+2
189
$15K 0.01%
56
190
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500
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$14K 0.01%
78
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177
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$13K 0.01%
64
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$13K 0.01%
78
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200
$13K 0.01%
317
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