Winch Advisory Services, LLC
CIK Number: 0001585822
384.49M
Market Value
504
# of Holdings
16 months
Avg. Holding Period
26.30%
Win Rate
24.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 67.83 | +0.72% | 573.63K | +1.67% | 40.97M | 40.51 | 10.66% |
| 2 | AAPL | Apple Inc. | 213.19 | +0.32% | 118.94K | -2.07% | 29.79M | 36.93 | 7.75% |
| 3 | NVDA | NVIDIA Corporat... | 111.60 | +2.46% | 217.13K | -5.03% | 29.16M | 7.2 | 7.58% |
| 4 | VCIT | Vanguard Interm... | 81.17 | -0.74% | 287.48K | +26.02% | 23.08M | 80.43 | 6.00% |
| 5 | CGMS | Capital Group U... | 26.94 | -0.15% | 719.24K | +25.37% | 19.62M | 27.02 | 5.10% |
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