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
$384M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.97M
3
+$2.93M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$673K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$586K

Top Sells

1
+$3.67M
2
+$1.54M
3
+$630K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$471K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$440K

Sector Composition

1 Technology 24.18%
2 Financials 7.86%
3 Communication Services 6.86%
4 Consumer Discretionary 6.53%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.4K ﹤0.01%
54
+41
277
$12K ﹤0.01%
66
278
$12K ﹤0.01%
+158
279
$11.9K ﹤0.01%
352
+2
280
$11.7K ﹤0.01%
93
+1
281
$11.6K ﹤0.01%
52
282
$11.6K ﹤0.01%
215
+2
283
$11.4K ﹤0.01%
540
284
$11.2K ﹤0.01%
183
+1
285
$11.2K ﹤0.01%
263
+4
286
$11.1K ﹤0.01%
354
+7
287
$10.9K ﹤0.01%
66
288
$10.6K ﹤0.01%
139
+91
289
$10.5K ﹤0.01%
50
+36
290
$10.3K ﹤0.01%
23
+22
291
$9.91K ﹤0.01%
134
-28
292
$9.86K ﹤0.01%
1,922
-737
293
$9.73K ﹤0.01%
308
294
$9.65K ﹤0.01%
81
295
$9.51K ﹤0.01%
113
+70
296
$9.45K ﹤0.01%
163
297
$9.3K ﹤0.01%
26
298
$9.21K ﹤0.01%
+49
299
$9.19K ﹤0.01%
281
+2
300
$8.92K ﹤0.01%
148
-61
10 11
12
13 14