Samuel R. Winch

@Winch Advisory Services, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$384.492M

Total holdings554

Assets growth rate6.34%

Assets growth rate (2-Q avg)4.88%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Winch Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 554 positions.

Assets under management

The assets under management (AUM) of Winch Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 384.492M in assets, with a quarterly growth rate of 6.34% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Samuel R. Winch, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EMXCIshares Msci Emerging Markets Ex China Etf Recent Activity New Position	0.01%	$4,684 84 shares@ $55.77 avg price	New Position
IQDFFlexshares Trust Intl Quality Div Index Fd Recent Activity New Position	0.01%	$4,677 201 shares@ $23.27 avg price	New Position
CDWCdw Corp Recent Activity New Position	0.01%	$4,351 25 shares@ $174.04 avg price	New Position
DOXAmdocs Ltd Recent Activity New Position	0.01%	$4,257 50 shares@ $85.14 avg price	New Position
EXCExelon Corp Recent Activity New Position	0.01%	$4,178 111 shares@ $37.64 avg price	New Position
WHRWhirlpool Corp Recent Activity New Position	0.01%	$4,007 35 shares@ $114.49 avg price	New Position
VBRVanguard Small Cap Value Etf Recent Activity New Position	0.01%	$3,964 20 shares@ $198.2 avg price	New Position
MARMarriott Intl Inc Cl A Recent Activity New Position	0.01%	$3,905 14 shares@ $278.93 avg price	New Position
NDSNNordson Corp Recent Activity New Position	0.01%	$3,766 18 shares@ $209.23 avg price	New Position
6900⤦Revelyst Inc Recent Activity New Position	0.01%	$2,788 145 shares@ $19.23 avg price	New Position