WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
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
+$9M
2
+$6.94M
3
+$273K
4
DE icon
Deere & Co
DE
+$197K
5
IAU icon
iShares Gold Trust
IAU
+$182K

Top Sells

1
+$8.56M
2
+$1.29M
3
+$807K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$689K
5
MSFT icon
Microsoft
MSFT
+$641K

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
376
$2K ﹤0.01%
67
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27
378
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379
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12
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5
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40
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12
384
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386
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41
387
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229
+5
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391
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66
+3
392
$1K ﹤0.01%
110
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75
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3
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38
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25
400
$1K ﹤0.01%
32
-64
14 15
16
17 18