WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.26M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$859K
5
AAPL icon
Apple
AAPL
+$383K

Top Sells

1
+$2.96M
2
+$2.35M
3
+$2.32M
4
TFC icon
Truist Financial
TFC
+$1.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$561K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.52%
3 Technology 6.57%
4 Financials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
162
252
$3K ﹤0.01%
53
253
$3K ﹤0.01%
218
254
$3K ﹤0.01%
220
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$3K ﹤0.01%
268
256
$2K ﹤0.01%
50
257
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20
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$2K ﹤0.01%
302
+1
259
$2K ﹤0.01%
19
+6
260
$2K ﹤0.01%
+300
261
$2K ﹤0.01%
36
-440
262
$2K ﹤0.01%
21
263
$2K ﹤0.01%
645
+15
264
$2K ﹤0.01%
100
-4,179
265
$2K ﹤0.01%
65
266
$2K ﹤0.01%
100
267
$2K ﹤0.01%
67
268
$2K ﹤0.01%
354
269
$2K ﹤0.01%
220
270
$2K ﹤0.01%
14
271
$2K ﹤0.01%
26
272
$1K ﹤0.01%
250
273
$1K ﹤0.01%
5
274
$1K ﹤0.01%
138
275
$1K ﹤0.01%
71
9 10
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12 13