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
$145M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.8M
3
+$4.36M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.28M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.15M

Top Sells

1
+$5.24M
2
+$5.06M
3
+$3.93M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.2M
5
LMT icon
Lockheed Martin
LMT
+$2.86M

Sector Composition

1 Communication Services 11.24%
2 Energy 7.81%
3 Financials 6.79%
4 Technology 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
23
+1
202
$3K ﹤0.01%
111
+2
203
$3K ﹤0.01%
+35
204
$3K ﹤0.01%
90
+1
205
$3K ﹤0.01%
45
206
$3K ﹤0.01%
63
207
$3K ﹤0.01%
69
+1
208
$3K ﹤0.01%
115
-66
209
$3K ﹤0.01%
53
-228
210
$3K ﹤0.01%
+76
211
$3K ﹤0.01%
129
212
$3K ﹤0.01%
301
+1
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$3K ﹤0.01%
52
214
$3K ﹤0.01%
35
215
$3K ﹤0.01%
16
+3
216
$3K ﹤0.01%
61
+1
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$3K ﹤0.01%
53
218
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215
+1
219
$2K ﹤0.01%
+110
220
$2K ﹤0.01%
67
221
$2K ﹤0.01%
+500
222
$2K ﹤0.01%
615
+317
223
$2K ﹤0.01%
121
+36
224
$2K ﹤0.01%
100
225
$2K ﹤0.01%
+13
7 8
9
10 11