WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+8.26%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$88.2M
AUM Growth
+$19.8M
(+29%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
19.89%
Top 10 Holdings %
Top 10 Hldgs %
72.77%
Holding
318
New
56
Increased
109
Reduced
44
Closed
42
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$5.75M |
| 2 |
Meta Platforms (Facebook)
META
|
$4.91M |
| 3 |
Amazon
AMZN
|
$4.75M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.61M |
| 5 |
Salesforce
CRM
|
$3.29M |
Top Sells
| 1 |
Merck
MRK
|
$3.51M |
| 2 |
Nike
NKE
|
$2.01M |
| 3 |
Netflix
NFLX
|
$1.93M |
| 4 |
Advance Auto Parts
AAP
|
$1.35M |
| 5 |
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% |
