WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$438K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$1.44M
2
+$513K
3
+$379K
4
NVDA icon
NVIDIA
NVDA
+$371K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$29.8K 0.01%
126
-28
202
$29.5K 0.01%
420
203
$28.7K 0.01%
78
-21
204
$28.6K 0.01%
362
+2
205
$28.5K 0.01%
1,028
+6
206
$27.9K 0.01%
+1,000
207
$27.5K 0.01%
91
+1
208
$27.3K 0.01%
123
+1
209
$27.1K 0.01%
200
210
$27K 0.01%
83
+1
211
$26.5K 0.01%
350
212
$26.5K 0.01%
206
213
$26.2K 0.01%
557
+5
214
$25.3K 0.01%
86
+1
215
$25K 0.01%
134
+1
216
$24.9K 0.01%
1,018
+11
217
$24.9K 0.01%
697
+5
218
$24.9K 0.01%
169
+1
219
$24.8K 0.01%
547
+7
220
$24.7K 0.01%
235
+1
221
$24.4K 0.01%
898
222
$23.8K 0.01%
31
+8
223
$23.5K 0.01%
238
224
$23.3K 0.01%
181
+1
225
$23K 0.01%
208
+2
7 8
9
10 11