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
401
$1K ﹤0.01%
46
402
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35
403
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+25
404
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6
405
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91
+2
406
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57
+1
407
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18
-25
408
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+11
409
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+40
410
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33
411
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+12
412
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51
413
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7
-11
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31
415
$1K ﹤0.01%
+21
416
$1K ﹤0.01%
+12
417
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+32
418
$1K ﹤0.01%
+24
419
$1K ﹤0.01%
65
+1
420
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+9
421
$1K ﹤0.01%
+10
422
$1K ﹤0.01%
27
-20
423
$1K ﹤0.01%
461
424
$1K ﹤0.01%
442
425
$1K ﹤0.01%
+16
15 16
17
18 19