WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41.6K 0.01%
143
+7
177
$40.5K 0.01%
457
+3
178
$40.4K 0.01%
185
+1
179
$39.6K 0.01%
94
180
$38.7K 0.01%
350
181
$38.4K 0.01%
556
-102
182
$38.1K 0.01%
314
183
$37.9K 0.01%
321
+3
184
$36K 0.01%
827
185
$36K 0.01%
365
+43
186
$34.6K 0.01%
636
+3
187
$33.5K 0.01%
332
+5
188
$33.4K 0.01%
420
+3
189
$33.4K 0.01%
1,135
+12
190
$33.2K 0.01%
471
+4
191
$32.7K 0.01%
1,356
+7
192
$32.6K 0.01%
2,050
+63
193
$32.4K 0.01%
100
+16
194
$32K 0.01%
730
+4
195
$31.9K 0.01%
21
+1
196
$31.3K 0.01%
979
+3
197
$30.9K 0.01%
4,070
+2,310
198
$30.8K 0.01%
1,123
+10
199
$30.5K 0.01%
454
+1
200
$29.9K 0.01%
697
+10
6 7
8
9 10