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
$302M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$348K
2
+$319K
3
+$295K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$265K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$186K

Top Sells

1
+$1.16M
2
+$782K
3
+$391K
4
BABA icon
Alibaba
BABA
+$368K
5
IAU icon
iShares Gold Trust
IAU
+$293K

Sector Composition

1 Technology 23.56%
2 Financials 8.77%
3 Consumer Discretionary 8.7%
4 Communication Services 7.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
161
+1
227
$16K 0.01%
99
+1
228
$16K 0.01%
42
229
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41
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$16K 0.01%
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356
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52
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-11
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$14K ﹤0.01%
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$13K ﹤0.01%
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$13K ﹤0.01%
51
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134
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184
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52
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$12K ﹤0.01%
64
249
$12K ﹤0.01%
76
250
$12K ﹤0.01%
130
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