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
$288M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.94M
3
+$258K
4
DE icon
Deere & Co
DE
+$214K
5
IAU icon
iShares Gold Trust
IAU
+$187K

Top Sells

1
+$8.77M
2
+$1.34M
3
+$851K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$689K
5
MSFT icon
Microsoft
MSFT
+$657K

Sector Composition

1 Technology 21.96%
2 Financials 8.7%
3 Consumer Discretionary 8.25%
4 Communication Services 6.56%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
67
352
$3K ﹤0.01%
+63
353
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20
354
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20
355
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+50
356
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12
357
$3K ﹤0.01%
100
358
$3K ﹤0.01%
189
+4
359
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20
360
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53
361
$2K ﹤0.01%
14
362
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26
363
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67
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27
365
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22
366
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12
367
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5
368
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40
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371
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36
372
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57
373
$2K ﹤0.01%
41
374
$2K ﹤0.01%
229
+5
375
$2K ﹤0.01%
49
-48
13 14
15
16 17