WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.2M
3
+$1.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M
5
AMZN icon
Amazon
AMZN
+$849K

Top Sells

1
+$2.93M
2
+$2.35M
3
+$2.3M
4
TFC icon
Truist Financial
TFC
+$1.29M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$560K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.52%
3 Technology 6.57%
4 Financials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
91
-29,627
227
$3K ﹤0.01%
129
228
$3K ﹤0.01%
+250
229
$3K ﹤0.01%
92
+1
230
$3K ﹤0.01%
64
+1
231
$3K ﹤0.01%
102
-2,621
232
$3K ﹤0.01%
170
-13,370
233
$3K ﹤0.01%
31
234
$3K ﹤0.01%
20
+3
235
$3K ﹤0.01%
+450
236
$3K ﹤0.01%
2,000
-1,080
237
$3K ﹤0.01%
61
238
$3K ﹤0.01%
23
239
$3K ﹤0.01%
110
240
$3K ﹤0.01%
68
241
$3K ﹤0.01%
128
+3
242
$3K ﹤0.01%
70
+1
243
$3K ﹤0.01%
+37
244
$3K ﹤0.01%
464
+10
245
$3K ﹤0.01%
76
246
$3K ﹤0.01%
158
247
$3K ﹤0.01%
25
248
$3K ﹤0.01%
272
+1
249
$3K ﹤0.01%
152
+51
250
$3K ﹤0.01%
52
8 9
10
11 12