WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
This Quarter Return
+3.55%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$172M
AUM Growth
+$172M
(-6.5%)
Cap. Flow
+$36.3M
Cap. Flow
% of AUM
21.15%
Top 10 Holdings %
Top 10 Hldgs %
52.65%
Holding
344
New
306
Increased
5
Reduced
23
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$15.6M |
| 2 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$6.5M |
| 3 |
Coca-Cola
KO
|
$5.86M |
| 4 |
Merck
MRK
|
$5.59M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$4.1M |
Top Sells
| 1 |
iShares US Transportation ETF
IYT
|
$8.91M |
| 2 |
Wells Fargo
WFC
|
$5.95M |
| 3 |
iShares Biotechnology ETF
IBB
|
$5.22M |
| 4 |
Microsoft
MSFT
|
$4.02M |
| 5 |
Invesco QQQ Trust
QQQ
|
$2.41M |
Sector Composition
| 1 | Healthcare | 14.66% |
| 2 | Financials | 11.38% |
| 3 | Communication Services | 9.22% |
| 4 | Industrials | 8.47% |
| 5 | Consumer Discretionary | 6.37% |
