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
$171M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.83M
3
+$6.37M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.16M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.09M

Top Sells

1
+$8.11M
2
+$7.94M
3
+$7.67M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.1M

Sector Composition

1 Communication Services 9.3%
2 Technology 8.63%
3 Financials 7.87%
4 Consumer Discretionary 7.27%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
73
-560
227
$4K ﹤0.01%
198
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$4K ﹤0.01%
35
229
$4K ﹤0.01%
115
+21
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$4K ﹤0.01%
76
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39
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44
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275
+1
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36
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$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
23
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$3K ﹤0.01%
67
241
$3K ﹤0.01%
42
242
$3K ﹤0.01%
93
-162
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$3K ﹤0.01%
162
-690
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100
-200
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$3K ﹤0.01%
100
246
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72
+1
247
$3K ﹤0.01%
387
+10
248
$3K ﹤0.01%
75
-25
249
$3K ﹤0.01%
516
250
$3K ﹤0.01%
102
8 9
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