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
376
$2K ﹤0.01%
+112
377
$2K ﹤0.01%
883
+20
378
$2K ﹤0.01%
39
379
$2K ﹤0.01%
45
380
$2K ﹤0.01%
67
381
$2K ﹤0.01%
+63
382
$2K ﹤0.01%
124
+2
383
$2K ﹤0.01%
103
-31
384
$2K ﹤0.01%
6
385
$2K ﹤0.01%
+20
386
$2K ﹤0.01%
170
387
$2K ﹤0.01%
+12
388
$2K ﹤0.01%
71
+45
389
$2K ﹤0.01%
+17
390
$1K ﹤0.01%
45
391
$1K ﹤0.01%
24
392
$1K ﹤0.01%
+18
393
$1K ﹤0.01%
25
394
$1K ﹤0.01%
+9
395
$1K ﹤0.01%
5
396
$1K ﹤0.01%
30
397
$1K ﹤0.01%
140
+2
398
$1K ﹤0.01%
7
399
$1K ﹤0.01%
+25
400
$1K ﹤0.01%
106
+2
14 15
16
17 18