WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$1.91M
3
+$777K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$307K
5
NVDA icon
NVIDIA
NVDA
+$175K

Top Sells

1
+$7.28M
2
+$689K
3
+$528K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$467K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$359K

Sector Composition

1 Technology 19.23%
2 Financials 7.99%
3 Consumer Discretionary 6.77%
4 Communication Services 5.57%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
67
252
$8K ﹤0.01%
76
253
$8K ﹤0.01%
85
254
$7K ﹤0.01%
804
+499
255
$7K ﹤0.01%
29
-1
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$7K ﹤0.01%
67
+1
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$7K ﹤0.01%
+202
258
$7K ﹤0.01%
+58
259
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75
260
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-1
261
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+3
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152
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43
264
$7K ﹤0.01%
412
+8
265
$7K ﹤0.01%
+126
266
$6K ﹤0.01%
25
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+1
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269
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51
270
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271
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335
+5
272
$6K ﹤0.01%
151
-76
273
$6K ﹤0.01%
116
274
$6K ﹤0.01%
251
-36
275
$5K ﹤0.01%
370
-305
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