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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
131
+76
327
$3K ﹤0.01%
52
-189
328
$3K ﹤0.01%
172
+2
329
$3K ﹤0.01%
+52
330
$3K ﹤0.01%
+38
331
$3K ﹤0.01%
100
332
$2K ﹤0.01%
+12
333
$2K ﹤0.01%
23
334
$2K ﹤0.01%
50
335
$2K ﹤0.01%
+8
336
$2K ﹤0.01%
+439
337
$2K ﹤0.01%
+150
338
$2K ﹤0.01%
+112
339
$2K ﹤0.01%
883
+20
340
$2K ﹤0.01%
60
341
$2K ﹤0.01%
+55
342
$2K ﹤0.01%
+36
343
$2K ﹤0.01%
+30
344
$2K ﹤0.01%
50
345
$2K ﹤0.01%
113
-2
346
$2K ﹤0.01%
+9
347
$2K ﹤0.01%
+116
348
$2K ﹤0.01%
39
349
$2K ﹤0.01%
45
350
$2K ﹤0.01%
+30
12 13
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15 16