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
$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 9.58%
3 Technology 6.57%
4 Financials 5.5%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
52
252
$3K ﹤0.01%
31
253
$3K ﹤0.01%
20
+3
254
$3K ﹤0.01%
+450
255
$3K ﹤0.01%
2,000
-1,080
256
$3K ﹤0.01%
61
257
$3K ﹤0.01%
162
258
$2K ﹤0.01%
+300
259
$2K ﹤0.01%
36
-440
260
$2K ﹤0.01%
21
261
$2K ﹤0.01%
645
+15
262
$2K ﹤0.01%
100
-4,179
263
$2K ﹤0.01%
65
264
$2K ﹤0.01%
100
265
$2K ﹤0.01%
67
266
$2K ﹤0.01%
354
267
$2K ﹤0.01%
220
268
$2K ﹤0.01%
14
269
$2K ﹤0.01%
26
270
$2K ﹤0.01%
50
271
$2K ﹤0.01%
20
272
$2K ﹤0.01%
302
+1
273
$2K ﹤0.01%
19
+6
274
$1K ﹤0.01%
250
275
$1K ﹤0.01%
5
9 10
11
12 13