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
$302M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.6M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$519K

Top Sells

1
+$6.68M
2
+$3.67M
3
+$3.26M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$556K
5
NVDA icon
NVIDIA
NVDA
+$495K

Sector Composition

1 Technology 22.21%
2 Financials 7.83%
3 Consumer Discretionary 6.4%
4 Communication Services 6.02%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21.6K 0.01%
200
202
$21.3K 0.01%
894
+440
203
$21.1K 0.01%
729
+45
204
$20.9K 0.01%
566
+6
205
$20.8K 0.01%
1,923
+330
206
$19.9K 0.01%
1,105
207
$19.1K 0.01%
80
+1
208
$18.8K 0.01%
165
+1
209
$18.7K 0.01%
346
+1
210
$18.5K 0.01%
1,050
+17
211
$18.3K 0.01%
1,158
+28
212
$18.3K 0.01%
150
213
$18K 0.01%
177
+2
214
$17.1K 0.01%
182
-21
215
$17K 0.01%
76
216
$17K 0.01%
213
+1
217
$16.3K 0.01%
151
+1
218
$16.3K 0.01%
76
219
$15.9K 0.01%
92
+1
220
$15.9K 0.01%
185
+1
221
$15.5K 0.01%
+280
222
$15.5K 0.01%
412
+4
223
$15.1K 0.01%
+154
224
$15.1K 0.01%
409
+2
225
$14.8K ﹤0.01%
327
+60
7 8
9
10 11