WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.97M
3
+$2.93M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$673K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$586K

Top Sells

1
+$3.67M
2
+$1.54M
3
+$630K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$471K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$440K

Sector Composition

1 Technology 24.18%
2 Financials 7.86%
3 Communication Services 6.86%
4 Consumer Discretionary 6.53%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.46K ﹤0.01%
+47
452
$1.39K ﹤0.01%
152
453
$1.38K ﹤0.01%
+6
454
$1.33K ﹤0.01%
+12
455
$1.31K ﹤0.01%
+18
456
$1.29K ﹤0.01%
18
457
$1.21K ﹤0.01%
51
+1
458
$1.17K ﹤0.01%
28
459
$1.16K ﹤0.01%
34
460
$1.16K ﹤0.01%
13
461
$1.14K ﹤0.01%
+87
462
$1.11K ﹤0.01%
+29
463
$1.07K ﹤0.01%
+11
464
$1.07K ﹤0.01%
67
465
$1.02K ﹤0.01%
38
466
$1K ﹤0.01%
+2
467
$999 ﹤0.01%
220
468
$965 ﹤0.01%
+6
469
$805 ﹤0.01%
+2
470
$803 ﹤0.01%
142
471
$803 ﹤0.01%
+9
472
$778 ﹤0.01%
24
473
$776 ﹤0.01%
52
+1
474
$772 ﹤0.01%
+10
475
$771 ﹤0.01%
+4
17 18
19
20 21