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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K 0.01%
142
202
$10K 0.01%
185
+38
203
$10K 0.01%
402
+3
204
$10K 0.01%
1,870
205
$9K ﹤0.01%
197
-960
206
$9K ﹤0.01%
127
+1
207
$9K ﹤0.01%
229
+94
208
$9K ﹤0.01%
135
209
$9K ﹤0.01%
91
210
$9K ﹤0.01%
109
+1
211
$9K ﹤0.01%
143
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212
$9K ﹤0.01%
72
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213
$8K ﹤0.01%
53
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214
$8K ﹤0.01%
105
+1
215
$8K ﹤0.01%
685
+12
216
$8K ﹤0.01%
94
217
$8K ﹤0.01%
233
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218
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196
219
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+72
220
$8K ﹤0.01%
149
221
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1,000
222
$8K ﹤0.01%
132
223
$8K ﹤0.01%
49
224
$8K ﹤0.01%
335
+5
225
$7K ﹤0.01%
131
+31
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9
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