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
376
$2K ﹤0.01%
+23
377
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26
378
$2K ﹤0.01%
12
-16
379
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+21
380
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+12
381
$2K ﹤0.01%
100
382
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+9
383
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+12
384
$2K ﹤0.01%
+336
385
$2K ﹤0.01%
+10
386
$2K ﹤0.01%
+15
387
$2K ﹤0.01%
+58
388
$2K ﹤0.01%
+28
389
$2K ﹤0.01%
170
390
$1K ﹤0.01%
45
391
$1K ﹤0.01%
+16
392
$1K ﹤0.01%
5
-40
393
$1K ﹤0.01%
24
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+18
395
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+25
396
$1K ﹤0.01%
35
397
$1K ﹤0.01%
+25
398
$1K ﹤0.01%
6
399
$1K ﹤0.01%
91
+2
400
$1K ﹤0.01%
57
+1
14 15
16
17 18