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
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.2M
3
+$1.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M
5
AMZN icon
Amazon
AMZN
+$849K

Top Sells

1
+$2.93M
2
+$2.35M
3
+$2.3M
4
TFC icon
Truist Financial
TFC
+$1.29M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$560K

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%
21
257
$2K ﹤0.01%
645
+15
258
$2K ﹤0.01%
100
-4,179
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$2K ﹤0.01%
65
260
$2K ﹤0.01%
100
261
$2K ﹤0.01%
220
262
$2K ﹤0.01%
14
263
$2K ﹤0.01%
26
264
$2K ﹤0.01%
+300
265
$2K ﹤0.01%
36
-440
266
$2K ﹤0.01%
67
267
$2K ﹤0.01%
354
268
$2K ﹤0.01%
50
269
$2K ﹤0.01%
20
270
$2K ﹤0.01%
302
+1
271
$2K ﹤0.01%
19
+6
272
$1K ﹤0.01%
22
+1
273
$1K ﹤0.01%
453
+9
274
$1K ﹤0.01%
442
275
$1K ﹤0.01%
609
9 10
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