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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$4.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.61M
5
CRM icon
Salesforce
CRM
+$3.29M

Top Sells

1
+$3.51M
2
+$2.01M
3
+$1.93M
4
AAP icon
Advance Auto Parts
AAP
+$1.35M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
53
202
$3K ﹤0.01%
+100
203
$3K ﹤0.01%
300
204
$3K ﹤0.01%
31
205
$2K ﹤0.01%
+500
206
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44
+1
207
$2K ﹤0.01%
85
+3
208
$2K ﹤0.01%
+100
209
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104
+3
210
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66
-462
211
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48
+1
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339
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43
214
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94
+3
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21
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16
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-480
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28
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129
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$2K ﹤0.01%
52
221
$2K ﹤0.01%
+50
222
$2K ﹤0.01%
214
+7
223
$2K ﹤0.01%
86
+1
224
$2K ﹤0.01%
103
+1
225
$2K ﹤0.01%
268
7 8
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