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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.94M
3
+$7.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$7.15M
5
MMM icon
3M
MMM
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.42%
2 Financials 12.54%
3 Technology 8.43%
4 Healthcare 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
+330
202
$5K ﹤0.01%
+78
203
$5K ﹤0.01%
+200
204
$5K ﹤0.01%
+54
205
$5K ﹤0.01%
+133
206
$5K ﹤0.01%
+56
207
$5K ﹤0.01%
+262
208
$4K ﹤0.01%
+160
209
$4K ﹤0.01%
+485
210
$4K ﹤0.01%
+54
211
$4K ﹤0.01%
+109
212
$4K ﹤0.01%
+32
213
$4K ﹤0.01%
+194
214
$4K ﹤0.01%
+319
215
$4K ﹤0.01%
+84
216
$4K ﹤0.01%
+50
217
$4K ﹤0.01%
+300
218
$4K ﹤0.01%
+297
219
$3K ﹤0.01%
+200
220
$3K ﹤0.01%
+300
221
$3K ﹤0.01%
+80
222
$3K ﹤0.01%
+390
223
$3K ﹤0.01%
+50
224
$3K ﹤0.01%
+63
225
$3K ﹤0.01%
+56
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