WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
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
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

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%
71
302
$5K ﹤0.01%
+276
303
$5K ﹤0.01%
36
304
$5K ﹤0.01%
10
305
$5K ﹤0.01%
+28
306
$5K ﹤0.01%
40
307
$5K ﹤0.01%
510
+3
308
$5K ﹤0.01%
99
+1
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8
310
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12
311
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+1
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$5K ﹤0.01%
38
+19
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30
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$5K ﹤0.01%
+76
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$5K ﹤0.01%
204
316
$5K ﹤0.01%
+145
317
$5K ﹤0.01%
+61
318
$4K ﹤0.01%
50
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320
$4K ﹤0.01%
100
321
$4K ﹤0.01%
10
322
$4K ﹤0.01%
39
323
$4K ﹤0.01%
78
+1
324
$4K ﹤0.01%
189
+2
325
$4K ﹤0.01%
1,000
11 12
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