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
$302M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.6M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$519K

Top Sells

1
+$6.68M
2
+$3.67M
3
+$3.26M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$556K
5
NVDA icon
NVIDIA
NVDA
+$495K

Sector Composition

1 Technology 22.21%
2 Financials 7.83%
3 Consumer Discretionary 6.4%
4 Communication Services 6.02%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32.3K 0.01%
128
-4
177
$30.7K 0.01%
764
-38
178
$30.7K 0.01%
140
179
$30.3K 0.01%
622
+2
180
$29.8K 0.01%
517
+3
181
$29.1K 0.01%
93
182
$29K 0.01%
964
+9
183
$28.6K 0.01%
304
+4
184
$28.4K 0.01%
475
+1
185
$27.5K 0.01%
314
186
$27K 0.01%
1,067
+9
187
$26.6K 0.01%
102
188
$26.2K 0.01%
167
+2
189
$26.1K 0.01%
967
+2
190
$25.6K 0.01%
84
+1
191
$25.4K 0.01%
587
+8
192
$23.9K 0.01%
45
193
$23.6K 0.01%
1,002
194
$22.9K 0.01%
782
195
$22.7K 0.01%
251
+1
196
$22.5K 0.01%
126
197
$22.5K 0.01%
+235
198
$22.1K 0.01%
534
+2
199
$22K 0.01%
420
200
$21.7K 0.01%
+2,210
6 7
8
9 10