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
$302M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$348K
2
+$319K
3
+$295K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$265K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$186K

Top Sells

1
+$1.16M
2
+$782K
3
+$391K
4
BABA icon
Alibaba
BABA
+$368K
5
IAU icon
iShares Gold Trust
IAU
+$293K

Sector Composition

1 Technology 23.56%
2 Financials 8.77%
3 Consumer Discretionary 8.7%
4 Communication Services 7.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
99
+2
402
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13
403
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47
404
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+34
405
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24
406
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110
407
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408
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140
+2
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410
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412
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425
$1K ﹤0.01%
43
15 16
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