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
$172M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$6.45M
3
+$6.04M
4
MRK icon
Merck
MRK
+$5.77M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.03M

Top Sells

1
+$9.13M
2
+$5.92M
3
+$5.03M
4
MSFT icon
Microsoft
MSFT
+$4.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M

Sector Composition

1 Healthcare 14.66%
2 Financials 11.38%
3 Communication Services 9.22%
4 Industrials 8.47%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+68
252
$3K ﹤0.01%
+33
253
$3K ﹤0.01%
+268
254
$3K ﹤0.01%
+33
255
$2K ﹤0.01%
+16
256
$2K ﹤0.01%
+64
257
$2K ﹤0.01%
+21
258
$2K ﹤0.01%
+185
259
$2K ﹤0.01%
+18
260
$2K ﹤0.01%
+30
261
$2K ﹤0.01%
+58
262
$2K ﹤0.01%
+77
263
$2K ﹤0.01%
+24
264
$2K ﹤0.01%
+54
265
$2K ﹤0.01%
+317
266
$2K ﹤0.01%
+49
267
$2K ﹤0.01%
+42
268
$2K ﹤0.01%
+29
269
$2K ﹤0.01%
+172
270
$2K ﹤0.01%
+51
271
$2K ﹤0.01%
+86
272
$2K ﹤0.01%
+17
273
$2K ﹤0.01%
+11
274
$2K ﹤0.01%
+34
275
$2K ﹤0.01%
+62
9 10
11
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