Winch Advisory Services LLC

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Assets, Funds, Holdings

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Winch Advisory Services LLC
CRD #110194
SEC #801-55488
CIK #0001585822
AUM$290.9 MM
Employees21
Phone920-739-8577
Address424 E Wisconsin Avenue
Appleton, WI 54911
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 8.8
VTI 8.6
VTV 8.4
VWO 7.7
AMZN 820,610.0 7.5
VGK 6.6
XLF 5.5
VOT 5.2
VYM 5.2
XLI 5.1
View All
Holdings by Sector ($BB)