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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.53M
3
+$4.54M
4
MSFT icon
Microsoft
MSFT
+$2.3M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$4.71M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.68M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.04M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
65
+53
277
$4K ﹤0.01%
108
+66
278
$4K ﹤0.01%
+62
279
$4K ﹤0.01%
71
+2
280
$4K ﹤0.01%
+31
281
$4K ﹤0.01%
279
+1
282
$4K ﹤0.01%
40
283
$4K ﹤0.01%
56
+1
284
$4K ﹤0.01%
140
+2
285
$4K ﹤0.01%
27
+1
286
$4K ﹤0.01%
222
+1
287
$4K ﹤0.01%
74
288
$4K ﹤0.01%
+15
289
$4K ﹤0.01%
464
+11
290
$4K ﹤0.01%
+33
291
$4K ﹤0.01%
32
292
$4K ﹤0.01%
107
-14,113
293
$4K ﹤0.01%
50
294
$3K ﹤0.01%
+73
295
$3K ﹤0.01%
+38
296
$3K ﹤0.01%
+51
297
$3K ﹤0.01%
67
298
$3K ﹤0.01%
+23
299
$3K ﹤0.01%
22
-16,042
300
$3K ﹤0.01%
+21
10 11
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