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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

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%
22
-16,042
302
$3K ﹤0.01%
+21
303
$3K ﹤0.01%
+24
304
$3K ﹤0.01%
+40
305
$3K ﹤0.01%
24
306
$3K ﹤0.01%
+15
307
$3K ﹤0.01%
+5
308
$3K ﹤0.01%
+58
309
$3K ﹤0.01%
65
310
$3K ﹤0.01%
25
311
$3K ﹤0.01%
52
-189
312
$3K ﹤0.01%
172
+2
313
$3K ﹤0.01%
+52
314
$3K ﹤0.01%
+19
315
$3K ﹤0.01%
439
-86
316
$3K ﹤0.01%
44
-12
317
$3K ﹤0.01%
+15
318
$3K ﹤0.01%
55
319
$3K ﹤0.01%
104
320
$3K ﹤0.01%
+31
321
$3K ﹤0.01%
+330
322
$3K ﹤0.01%
65
-35
323
$3K ﹤0.01%
+11
324
$3K ﹤0.01%
+38
325
$3K ﹤0.01%
+42
11 12
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