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
$273M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$770K
3
+$758K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$669K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$576K

Top Sells

1
+$766K
2
+$460K
3
+$348K
4
AMZN icon
Amazon
AMZN
+$261K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$175K

Sector Composition

1 Technology 21.65%
2 Financials 7.93%
3 Consumer Discretionary 6.13%
4 Communication Services 5.95%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
255
+88
252
$10K ﹤0.01%
162
+1
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$9K ﹤0.01%
50
254
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53
255
$9K ﹤0.01%
652
256
$9K ﹤0.01%
206
+1
257
$9K ﹤0.01%
934
+18
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$9K ﹤0.01%
65
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128
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+1
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27
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115
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+1
264
$8K ﹤0.01%
26
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$8K ﹤0.01%
120
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950
267
$8K ﹤0.01%
75
268
$8K ﹤0.01%
66
269
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185
270
$8K ﹤0.01%
82
271
$8K ﹤0.01%
432
272
$8K ﹤0.01%
135
+1
273
$7K ﹤0.01%
50
274
$7K ﹤0.01%
83
275
$7K ﹤0.01%
227
+2
9 10
11
12 13