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
$210M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.39M
3
+$1.84M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.66M
5
C icon
Citigroup
C
+$1.57M

Top Sells

1
+$16.2M
2
+$11.1M
3
+$2.32M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.34M

Sector Composition

1 Technology 16.63%
2 Consumer Discretionary 9.82%
3 Financials 8.54%
4 Communication Services 6.59%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
+37
252
$5K ﹤0.01%
+82
253
$5K ﹤0.01%
285
-25
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29
-22
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63
+1
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+1
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210
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94
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$5K ﹤0.01%
32
261
$5K ﹤0.01%
+20
262
$5K ﹤0.01%
+456
263
$5K ﹤0.01%
96
+1
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$4K ﹤0.01%
49
+1
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$4K ﹤0.01%
25
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+46
267
$4K ﹤0.01%
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268
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16
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20
270
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210
+1
271
$4K ﹤0.01%
+21
272
$4K ﹤0.01%
76
273
$4K ﹤0.01%
45
274
$4K ﹤0.01%
105
275
$4K ﹤0.01%
440
9 10
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