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
$233M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$176K
3
+$84.4K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$82.8K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$76K

Top Sells

1
+$2.87M
2
+$2.8M
3
+$351K
4
AAPL icon
Apple
AAPL
+$319K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$188K

Sector Composition

1 Technology 18.84%
2 Financials 7.89%
3 Consumer Discretionary 7.13%
4 Communication Services 5.41%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
117
377
$1K ﹤0.01%
51
378
$1K ﹤0.01%
27
379
$1K ﹤0.01%
13
380
$1K ﹤0.01%
25
381
$1K ﹤0.01%
50
382
$1K ﹤0.01%
34
383
$1K ﹤0.01%
52
384
$1K ﹤0.01%
33
385
$1K ﹤0.01%
24
386
$0 ﹤0.01%
1
387
$0 ﹤0.01%
9
388
$0 ﹤0.01%
1
389
– –
-125
390
$0 ﹤0.01%
19
391
$0 ﹤0.01%
141
392
$0 ﹤0.01%
58
393
– –
-13
394
– –
-151
395
$0 ﹤0.01%
11
396
– –
-6
397
$0 ﹤0.01%
5
398
$0 ﹤0.01%
7
399
– –
-10
400
– –
-503
14 15
16
17 18