WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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%
+500
277
$1K ﹤0.01%
44
278
$1K ﹤0.01%
51
+1
279
$1K ﹤0.01%
25
280
$1K ﹤0.01%
115
+3
281
$1K ﹤0.01%
101
+1
282
$1K ﹤0.01%
16
283
$1K ﹤0.01%
14
284
$1K ﹤0.01%
+61
285
$1K ﹤0.01%
22
+1
286
$1K ﹤0.01%
453
+9
287
$1K ﹤0.01%
442
288
$1K ﹤0.01%
609
289
$0 ﹤0.01%
3
290
$0 ﹤0.01%
11
291
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292
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295
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2
296
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297
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298
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-37
299
– –
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300
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-294
10 11
12
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