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
$245M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$1.91M
3
+$777K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$307K
5
NVDA icon
NVIDIA
NVDA
+$175K

Top Sells

1
+$7.28M
2
+$689K
3
+$528K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$467K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$359K

Sector Composition

1 Technology 19.23%
2 Financials 7.99%
3 Consumer Discretionary 6.77%
4 Communication Services 5.57%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
370
-305
277
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49
-1
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251
+3
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128
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10
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+3
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285
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24
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+67
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137
291
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+50
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10
297
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+2
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$4K ﹤0.01%
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$4K ﹤0.01%
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300
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45
10 11
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