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
$273M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$770K
3
+$758K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$669K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$576K

Top Sells

1
+$766K
2
+$460K
3
+$348K
4
AMZN icon
Amazon
AMZN
+$261K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$175K

Sector Composition

1 Technology 21.65%
2 Financials 7.93%
3 Consumer Discretionary 6.13%
4 Communication Services 5.95%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
219
+5
277
$7K ﹤0.01%
25
278
$7K ﹤0.01%
181
+2
279
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207
280
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308
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+3
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229
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163
284
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+1
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$7K ﹤0.01%
77
-112
286
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279
+3
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118
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471
+11
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$6K ﹤0.01%
78
+1
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$6K ﹤0.01%
44
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169
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+1
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70
+1
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$6K ﹤0.01%
90
297
$6K ﹤0.01%
228
298
$5K ﹤0.01%
50
299
$5K ﹤0.01%
265
+4
300
$5K ﹤0.01%
546
+8
10 11
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