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
$302M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$348K
2
+$319K
3
+$295K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$265K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$186K

Top Sells

1
+$1.16M
2
+$782K
3
+$391K
4
BABA icon
Alibaba
BABA
+$368K
5
IAU icon
iShares Gold Trust
IAU
+$293K

Sector Composition

1 Technology 23.56%
2 Financials 8.77%
3 Consumer Discretionary 8.7%
4 Communication Services 7.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
515
+435
302
$7K ﹤0.01%
200
303
$7K ﹤0.01%
+67
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28
305
$6K ﹤0.01%
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+2
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305
307
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+1
308
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55
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+6
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80
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106
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$5K ﹤0.01%
197
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$5K ﹤0.01%
45
325
$5K ﹤0.01%
78
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