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
$384M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.97M
3
+$2.93M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$673K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$586K

Top Sells

1
+$3.67M
2
+$1.54M
3
+$630K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$471K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$440K

Sector Composition

1 Technology 24.18%
2 Financials 7.86%
3 Communication Services 6.86%
4 Consumer Discretionary 6.53%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.9K 0.01%
40
227
$20.7K 0.01%
245
+90
228
$20.4K 0.01%
+270
229
$20.4K 0.01%
+234
230
$19.9K 0.01%
+932
231
$19.4K 0.01%
213
232
$19.1K 0.01%
66
+20
233
$18.9K ﹤0.01%
205
+75
234
$18.7K ﹤0.01%
+102
235
$18.5K ﹤0.01%
575
-66
236
$17.8K ﹤0.01%
29
237
$17.2K ﹤0.01%
+228
238
$17.1K ﹤0.01%
+506
239
$16.6K ﹤0.01%
493
-254
240
$16.5K ﹤0.01%
1,760
241
$16.5K ﹤0.01%
+13
242
$16.4K ﹤0.01%
+185
243
$16.4K ﹤0.01%
+209
244
$16.3K ﹤0.01%
289
+217
245
$16.2K ﹤0.01%
+469
246
$16.1K ﹤0.01%
93
247
$16K ﹤0.01%
+150
248
$15.9K ﹤0.01%
136
+1
249
$15.9K ﹤0.01%
+494
250
$15.8K ﹤0.01%
150
8 9
10
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