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
$233M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$156K
3
+$80.4K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$72.9K

Top Sells

1
+$2.87M
2
+$2.77M
3
+$351K
4
AAPL icon
Apple
AAPL
+$281K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$185K

Sector Composition

1 Technology 18.84%
2 Financials 7.89%
3 Consumer Discretionary 7.13%
4 Communication Services 5.41%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
67
252
$6K ﹤0.01%
202
253
$6K ﹤0.01%
+950
254
$6K ﹤0.01%
163
255
$6K ﹤0.01%
75
256
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65
-20
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$6K ﹤0.01%
340
+5
258
$6K ﹤0.01%
148
259
$6K ﹤0.01%
154
+2
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$6K ﹤0.01%
198
+3
261
$6K ﹤0.01%
515
-1,457
262
$6K ﹤0.01%
117
+1
263
$6K ﹤0.01%
137
264
$5K ﹤0.01%
50
265
$5K ﹤0.01%
49
266
$5K ﹤0.01%
253
+2
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+135
268
$5K ﹤0.01%
66
269
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+24
270
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228
-23
271
$5K ﹤0.01%
422
+10
272
$5K ﹤0.01%
56
-44
273
$5K ﹤0.01%
52
+1
274
$5K ﹤0.01%
155
275
$4K ﹤0.01%
76
+1
9 10
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