WAS

Winch Advisory Services Portfolio holdings

AUM $444M
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.54M
3
+$3.46M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M

Top Sells

1
+$7.51M
2
+$4.73M
3
+$3.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.99M

Sector Composition

1 Communication Services 13.37%
2 Technology 7.87%
3 Consumer Discretionary 6.2%
4 Energy 5.62%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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331
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10
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$0 ﹤0.01%
239
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11
340
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400
341
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342
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10 11 12 13
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