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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.53M
3
+$4.54M
4
MSFT icon
Microsoft
MSFT
+$2.3M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$4.71M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.68M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.04M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
+90
252
$5K ﹤0.01%
185
253
$5K ﹤0.01%
128
254
$5K ﹤0.01%
28
+11
255
$5K ﹤0.01%
18
+9
256
$5K ﹤0.01%
+42
257
$5K ﹤0.01%
35
258
$5K ﹤0.01%
100
+24
259
$5K ﹤0.01%
195
+4
260
$5K ﹤0.01%
40
+9
261
$5K ﹤0.01%
35
262
$5K ﹤0.01%
87
-35
263
$5K ﹤0.01%
700
264
$4K ﹤0.01%
+35
265
$4K ﹤0.01%
+62
266
$4K ﹤0.01%
71
+2
267
$4K ﹤0.01%
+31
268
$4K ﹤0.01%
279
+1
269
$4K ﹤0.01%
+73
270
$4K ﹤0.01%
+65
271
$4K ﹤0.01%
82
272
$4K ﹤0.01%
+40
273
$4K ﹤0.01%
65
+53
274
$4K ﹤0.01%
108
+66
275
$4K ﹤0.01%
50
9 10
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