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
$302M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$292K
3
+$265K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$185K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$173K

Top Sells

1
+$1.15M
2
+$778K
3
+$335K
4
BABA icon
Alibaba
BABA
+$300K
5
IAU icon
iShares Gold Trust
IAU
+$298K

Sector Composition

1 Technology 23.56%
2 Financials 8.77%
3 Consumer Discretionary 8.7%
4 Communication Services 7.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
41
277
$9K ﹤0.01%
152
-35
278
$9K ﹤0.01%
110
+3
279
$9K ﹤0.01%
56
280
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204
281
$9K ﹤0.01%
396
+6
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$8K ﹤0.01%
50
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25
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-203
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+1
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+1
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50
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+1
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50
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297
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67
+1
298
$7K ﹤0.01%
515
+435
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$7K ﹤0.01%
200
300
$7K ﹤0.01%
+67
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