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
$245M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$1.91M
3
+$784K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$309K
5
NVDA icon
NVIDIA
NVDA
+$218K

Top Sells

1
+$7.84M
2
+$698K
3
+$528K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$468K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$359K

Sector Composition

1 Technology 19.23%
2 Financials 7.99%
3 Consumer Discretionary 6.77%
4 Communication Services 5.57%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
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5
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+2
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+12
398
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51
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27
+1
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$1K ﹤0.01%
13
14 15
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17 18