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
$210M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.39M
3
+$1.84M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.66M
5
C icon
Citigroup
C
+$1.57M

Top Sells

1
+$16.2M
2
+$11.1M
3
+$2.32M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.34M

Sector Composition

1 Technology 16.63%
2 Consumer Discretionary 9.82%
3 Financials 8.54%
4 Communication Services 6.59%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
496
+18
302
$3K ﹤0.01%
1,000
303
$3K ﹤0.01%
55
304
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33
305
$3K ﹤0.01%
204
+34
306
$3K ﹤0.01%
+40
307
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+1
308
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70
309
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+29
310
$3K ﹤0.01%
85
311
$3K ﹤0.01%
24
312
$3K ﹤0.01%
+100
313
$2K ﹤0.01%
178
314
$2K ﹤0.01%
67
315
$2K ﹤0.01%
27
+1
316
$2K ﹤0.01%
24
317
$2K ﹤0.01%
1,072
+127
318
$2K ﹤0.01%
40
319
$2K ﹤0.01%
90
320
$2K ﹤0.01%
100
321
$2K ﹤0.01%
+89
322
$2K ﹤0.01%
19
323
$2K ﹤0.01%
+30
324
$2K ﹤0.01%
100
325
$2K ﹤0.01%
54
11 12
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