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
$154M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.54M
3
+$3.46M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M

Top Sells

1
+$7.51M
2
+$4.73M
3
+$3.2M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.99M

Sector Composition

1 Communication Services 13.37%
2 Technology 7.87%
3 Consumer Discretionary 6.2%
4 Energy 5.62%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+100
252
$2K ﹤0.01%
134
+33
253
$2K ﹤0.01%
22
-1,292
254
$2K ﹤0.01%
26
255
$2K ﹤0.01%
51
+1
256
$2K ﹤0.01%
129
257
$2K ﹤0.01%
17
-410
258
$2K ﹤0.01%
19
259
$2K ﹤0.01%
42
+20
260
$2K ﹤0.01%
609
261
$2K ﹤0.01%
268
262
$1K ﹤0.01%
11
263
$1K ﹤0.01%
+200
264
$1K ﹤0.01%
+19
265
$1K ﹤0.01%
+24
266
$1K ﹤0.01%
7
267
$1K ﹤0.01%
5
268
$1K ﹤0.01%
138
269
$1K ﹤0.01%
44
270
$1K ﹤0.01%
67
271
$1K ﹤0.01%
18
-2,070
272
$1K ﹤0.01%
52
+1
273
$1K ﹤0.01%
25
274
$1K ﹤0.01%
2
-2,995
275
$1K ﹤0.01%
115
9 10
11
12 13