WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
-3.38%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$288M
AUM Growth
-$14.8M
(-4.9%)
Cap. Flow
-$1.07M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
62.71%
Holding
515
New
13
Increased
123
Reduced
112
Closed
25
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$8.87M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.94M |
| 3 |
Alibaba
BABA
|
$258K |
| 4 |
Deere & Co
DE
|
$214K |
| 5 |
iShares Gold Trust
IAU
|
$187K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$8.77M |
| 2 |
Apple
AAPL
|
$1.34M |
| 3 |
Amazon
AMZN
|
$851K |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$689K |
| 5 |
Microsoft
MSFT
|
$657K |
Sector Composition
| 1 | Technology | 21.96% |
| 2 | Financials | 8.7% |
| 3 | Consumer Discretionary | 8.25% |
| 4 | Communication Services | 6.56% |
| 5 | Healthcare | 2.52% |
