WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.53M
3
+$4.54M
4
MSFT icon
Microsoft
MSFT
+$2.3M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$4.71M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.68M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.04M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+24
302
$3K ﹤0.01%
+40
303
$3K ﹤0.01%
24
304
$3K ﹤0.01%
+15
305
$3K ﹤0.01%
+5
306
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+58
307
$3K ﹤0.01%
65
308
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25
309
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131
+76
310
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52
-189
311
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172
+2
312
$3K ﹤0.01%
+52
313
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+19
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$3K ﹤0.01%
439
-86
315
$3K ﹤0.01%
44
-12
316
$3K ﹤0.01%
+15
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$3K ﹤0.01%
55
318
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104
319
$3K ﹤0.01%
+31
320
$3K ﹤0.01%
+330
321
$3K ﹤0.01%
65
-35
322
$3K ﹤0.01%
+11
323
$3K ﹤0.01%
+38
324
$3K ﹤0.01%
+42
325
$3K ﹤0.01%
100
11 12
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