WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.97M
3
+$2.93M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$673K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$586K

Top Sells

1
+$3.67M
2
+$1.54M
3
+$630K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$471K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$440K

Sector Composition

1 Technology 24.18%
2 Financials 7.86%
3 Communication Services 6.86%
4 Consumer Discretionary 6.53%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.39K ﹤0.01%
+19
352
$5.32K ﹤0.01%
54
353
$5.19K ﹤0.01%
88
+1
354
$5.18K ﹤0.01%
1,278
+1,000
355
$5.1K ﹤0.01%
+84
356
$5.1K ﹤0.01%
+68
357
$5.05K ﹤0.01%
60
+1
358
$5.01K ﹤0.01%
+168
359
$4.97K ﹤0.01%
103
360
$4.97K ﹤0.01%
120
361
$4.92K ﹤0.01%
10
362
$4.85K ﹤0.01%
10
363
$4.8K ﹤0.01%
+39
364
$4.79K ﹤0.01%
+81
365
$4.73K ﹤0.01%
8
+7
366
$4.72K ﹤0.01%
+25
367
$4.71K ﹤0.01%
13
368
$4.68K ﹤0.01%
+84
369
$4.68K ﹤0.01%
+201
370
$4.54K ﹤0.01%
150
371
$4.42K ﹤0.01%
51
372
$4.35K ﹤0.01%
+25
373
$4.26K ﹤0.01%
+50
374
$4.23K ﹤0.01%
454
+12
375
$4.18K ﹤0.01%
12
13 14
15
16 17