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

Top Buys

1
+$2.23M
2
+$1.26M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$859K
5
AAPL icon
Apple
AAPL
+$383K

Top Sells

1
+$2.96M
2
+$2.35M
3
+$2.32M
4
TFC icon
Truist Financial
TFC
+$1.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$561K

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%
14
279
$1K ﹤0.01%
+61
280
$1K ﹤0.01%
22
+1
281
$1K ﹤0.01%
453
+9
282
$1K ﹤0.01%
442
283
$1K ﹤0.01%
609
284
$1K ﹤0.01%
51
+1
285
$1K ﹤0.01%
25
286
$1K ﹤0.01%
115
+3
287
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101
+1
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16
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$0 ﹤0.01%
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$0 ﹤0.01%
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10 11
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