WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$2.23M
2
+$1.26M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$859K
5
AAPL icon
Apple
AAPL
+$383K

Top Sells

1
+$2.96M
2
+$2.35M
3
+$2.32M
4
TFC icon
Truist Financial
TFC
+$1.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$561K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.58%
3 Technology 6.57%
4 Financials 5.5%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
511
+15
227
$4K ﹤0.01%
64
228
$4K ﹤0.01%
91
-29,627
229
$3K ﹤0.01%
53
230
$3K ﹤0.01%
218
231
$3K ﹤0.01%
220
232
$3K ﹤0.01%
268
233
$3K ﹤0.01%
23
234
$3K ﹤0.01%
110
235
$3K ﹤0.01%
68
236
$3K ﹤0.01%
128
+3
237
$3K ﹤0.01%
92
+1
238
$3K ﹤0.01%
64
+1
239
$3K ﹤0.01%
70
+1
240
$3K ﹤0.01%
+37
241
$3K ﹤0.01%
464
+10
242
$3K ﹤0.01%
102
-2,621
243
$3K ﹤0.01%
170
-13,370
244
$3K ﹤0.01%
76
245
$3K ﹤0.01%
158
246
$3K ﹤0.01%
129
247
$3K ﹤0.01%
25
248
$3K ﹤0.01%
+250
249
$3K ﹤0.01%
272
+1
250
$3K ﹤0.01%
152
+51
8 9
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