WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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
+$16.1M
2
+$7.53M
3
+$4.54M
4
MSFT icon
Microsoft
MSFT
+$2.3M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$4.71M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.68M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.04M

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
351
$2K ﹤0.01%
+10
352
$2K ﹤0.01%
+15
353
$2K ﹤0.01%
+58
354
$2K ﹤0.01%
+28
355
$2K ﹤0.01%
39
-24
356
$2K ﹤0.01%
22
-3
357
$2K ﹤0.01%
+74
358
$2K ﹤0.01%
+15
359
$2K ﹤0.01%
+65
360
$2K ﹤0.01%
+35
361
$2K ﹤0.01%
+19
362
$2K ﹤0.01%
34
363
$2K ﹤0.01%
609
364
$2K ﹤0.01%
+15
365
$2K ﹤0.01%
1
366
$2K ﹤0.01%
+30
367
$2K ﹤0.01%
+13
368
$2K ﹤0.01%
113
+1
369
$2K ﹤0.01%
+16
370
$2K ﹤0.01%
+37
371
$2K ﹤0.01%
23
372
$2K ﹤0.01%
50
373
$2K ﹤0.01%
+8
374
$2K ﹤0.01%
+439
375
$2K ﹤0.01%
+150
13 14
15
16 17