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
$233M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$156K
3
+$80.4K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$72.9K

Top Sells

1
+$2.87M
2
+$2.77M
3
+$351K
4
AAPL icon
Apple
AAPL
+$281K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$185K

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%
44
277
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16
278
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10
279
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70
280
$4K ﹤0.01%
264
+5
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145
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$4K ﹤0.01%
500
283
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24
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+34
285
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128
286
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1,000
287
$4K ﹤0.01%
81
288
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81
+1
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$4K ﹤0.01%
127
+60
290
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54
-54
291
$4K ﹤0.01%
87
+1
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$3K ﹤0.01%
11
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22
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20
296
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83
297
$3K ﹤0.01%
218
+2
298
$3K ﹤0.01%
+141
299
$3K ﹤0.01%
50
+1
300
$3K ﹤0.01%
42
-87
10 11
12
13 14