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
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.2M
3
+$1.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M
5
AMZN icon
Amazon
AMZN
+$849K

Top Sells

1
+$2.93M
2
+$2.35M
3
+$2.3M
4
TFC icon
Truist Financial
TFC
+$1.29M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$560K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.52%
3 Technology 6.57%
4 Financials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
51
+1
277
$1K ﹤0.01%
25
278
$1K ﹤0.01%
115
+3
279
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101
+1
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16
281
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250
282
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5
283
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138
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$1K ﹤0.01%
71
285
$1K ﹤0.01%
+500
286
$1K ﹤0.01%
44
287
$1K ﹤0.01%
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$1K ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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69
300
$0 ﹤0.01%
2
10 11
12
13 14