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
$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%
+150
352
$2K ﹤0.01%
+112
353
$2K ﹤0.01%
883
+20
354
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60
355
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+55
356
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+36
357
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+30
358
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50
359
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113
-2
360
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+9
361
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+116
362
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39
363
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45
364
$2K ﹤0.01%
+30
365
$2K ﹤0.01%
+13
366
$2K ﹤0.01%
113
+1
367
$2K ﹤0.01%
+16
368
$2K ﹤0.01%
67
369
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+63
370
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124
+2
371
$2K ﹤0.01%
103
-31
372
$2K ﹤0.01%
6
373
$2K ﹤0.01%
+20
374
$2K ﹤0.01%
170
375
$2K ﹤0.01%
+12
13 14
15
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