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
$154M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.54M
3
+$3.46M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M

Top Sells

1
+$7.51M
2
+$4.73M
3
+$3.2M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.99M

Sector Composition

1 Communication Services 13.37%
2 Technology 7.87%
3 Consumer Discretionary 6.2%
4 Energy 5.62%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
64
227
$3K ﹤0.01%
70
228
$3K ﹤0.01%
37
229
$3K ﹤0.01%
+132
230
$3K ﹤0.01%
516
+5
231
$3K ﹤0.01%
220
232
$3K ﹤0.01%
102
233
$3K ﹤0.01%
170
234
$3K ﹤0.01%
158
235
$3K ﹤0.01%
+57
236
$3K ﹤0.01%
43
-29
237
$3K ﹤0.01%
+6
238
$3K ﹤0.01%
303
+1
239
$3K ﹤0.01%
52
240
$3K ﹤0.01%
31
241
$3K ﹤0.01%
62
+1
242
$3K ﹤0.01%
53
243
$2K ﹤0.01%
36
244
$2K ﹤0.01%
21
245
$2K ﹤0.01%
850
+205
246
$2K ﹤0.01%
100
247
$2K ﹤0.01%
65
248
$2K ﹤0.01%
100
249
$2K ﹤0.01%
+50
250
$2K ﹤0.01%
368
+14
8 9
10
11 12