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

Top Buys

1
+$3.71M
2
+$176K
3
+$84.4K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$82.8K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$76K

Top Sells

1
+$2.87M
2
+$2.8M
3
+$351K
4
AAPL icon
Apple
AAPL
+$319K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$188K

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%
75
252
$6K ﹤0.01%
65
-20
253
$6K ﹤0.01%
340
+5
254
$6K ﹤0.01%
25
255
$6K ﹤0.01%
804
256
$6K ﹤0.01%
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+1
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$6K ﹤0.01%
67
258
$6K ﹤0.01%
148
259
$6K ﹤0.01%
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+2
260
$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%
49
265
$5K ﹤0.01%
66
266
$5K ﹤0.01%
+24
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228
-23
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$5K ﹤0.01%
422
+10
269
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56
-44
270
$5K ﹤0.01%
52
+1
271
$5K ﹤0.01%
155
272
$5K ﹤0.01%
50
273
$5K ﹤0.01%
253
+2
274
$5K ﹤0.01%
+135
275
$4K ﹤0.01%
500
9 10
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