WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$327K
5
AMZN icon
Amazon
AMZN
+$238K

Top Sells

1
+$3.94M
2
+$2.98M
3
+$936K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$78K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
38
+19
302
$5K ﹤0.01%
+76
303
$5K ﹤0.01%
204
304
$5K ﹤0.01%
+145
305
$5K ﹤0.01%
+61
306
$5K ﹤0.01%
241
-245
307
$5K ﹤0.01%
30
-70
308
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50
-10
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90
310
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71
311
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+276
312
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36
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10
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$5K ﹤0.01%
+28
315
$5K ﹤0.01%
40
316
$5K ﹤0.01%
510
+3
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$5K ﹤0.01%
99
+1
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$4K ﹤0.01%
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14
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20
321
$4K ﹤0.01%
29
322
$4K ﹤0.01%
74
-467
323
$4K ﹤0.01%
51
324
$4K ﹤0.01%
16
325
$4K ﹤0.01%
50
11 12
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14 15