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
351
$2K ﹤0.01%
+13
352
$2K ﹤0.01%
113
+1
353
$2K ﹤0.01%
+16
354
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67
355
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+63
356
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124
+2
357
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103
-31
358
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6
359
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+20
360
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+12
361
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71
+45
362
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+17
363
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39
-24
364
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22
-3
365
$2K ﹤0.01%
+74
366
$2K ﹤0.01%
+15
367
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+65
368
$2K ﹤0.01%
+35
369
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+19
370
$2K ﹤0.01%
+37
371
$2K ﹤0.01%
34
372
$2K ﹤0.01%
609
373
$2K ﹤0.01%
+15
374
$2K ﹤0.01%
1
375
$2K ﹤0.01%
+18
13 14
15
16 17