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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.53M
3
+$4.54M
4
MSFT icon
Microsoft
MSFT
+$2.3M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$4.71M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.68M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.04M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
169
-28
227
$7K ﹤0.01%
37
228
$7K ﹤0.01%
131
+31
229
$7K ﹤0.01%
+355
230
$7K ﹤0.01%
60
231
$7K ﹤0.01%
120
232
$6K ﹤0.01%
+29
233
$6K ﹤0.01%
61
234
$6K ﹤0.01%
52
+33
235
$6K ﹤0.01%
+13
236
$6K ﹤0.01%
332
237
$6K ﹤0.01%
210
238
$6K ﹤0.01%
18
239
$6K ﹤0.01%
+500
240
$6K ﹤0.01%
93
+1
241
$6K ﹤0.01%
200
+2
242
$5K ﹤0.01%
58
243
$5K ﹤0.01%
180
244
$5K ﹤0.01%
324
245
$5K ﹤0.01%
121
+1
246
$5K ﹤0.01%
+203
247
$5K ﹤0.01%
108
+104
248
$5K ﹤0.01%
126
249
$5K ﹤0.01%
795
+20
250
$5K ﹤0.01%
50
-50
8 9
10
11 12