WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$176K
3
+$84.4K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$82.8K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$76K

Top Sells

1
+$2.87M
2
+$2.8M
3
+$351K
4
AAPL icon
Apple
AAPL
+$319K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$188K

Sector Composition

1 Technology 18.84%
2 Financials 7.89%
3 Consumer Discretionary 7.13%
4 Communication Services 5.41%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
24
277
$4K ﹤0.01%
+34
278
$4K ﹤0.01%
128
279
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76
+1
280
$4K ﹤0.01%
44
281
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1,000
282
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81
283
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81
+1
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127
+60
285
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54
-54
286
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87
+1
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16
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10
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$4K ﹤0.01%
70
290
$4K ﹤0.01%
264
+5
291
$4K ﹤0.01%
145
292
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40
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39
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91
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11
296
$3K ﹤0.01%
52
297
$3K ﹤0.01%
22
298
$3K ﹤0.01%
20
299
$3K ﹤0.01%
83
300
$3K ﹤0.01%
218
+2
10 11
12
13 14