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
$183M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.66M
3
+$5.36M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.62M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.15M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.39M
4
MMM icon
3M
MMM
+$4.22M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
530
+16
202
$5K ﹤0.01%
57
203
$5K ﹤0.01%
145
204
$5K ﹤0.01%
57
-4,810
205
$5K ﹤0.01%
86
+1
206
$5K ﹤0.01%
184
-76
207
$4K ﹤0.01%
36
208
$4K ﹤0.01%
108
+2
209
$4K ﹤0.01%
300
210
$4K ﹤0.01%
100
211
$4K ﹤0.01%
56
212
$4K ﹤0.01%
123
213
$4K ﹤0.01%
100
+23
214
$4K ﹤0.01%
64
215
$4K ﹤0.01%
23
+13
216
$4K ﹤0.01%
57
217
$4K ﹤0.01%
30
218
$4K ﹤0.01%
58
219
$3K ﹤0.01%
68
220
$3K ﹤0.01%
48
221
$3K ﹤0.01%
68
222
$3K ﹤0.01%
169
+2
223
$3K ﹤0.01%
80
+1
224
$3K ﹤0.01%
185
225
$3K ﹤0.01%
84
+1
7 8
9
10 11