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
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.26M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$859K
5
AAPL icon
Apple
AAPL
+$383K

Top Sells

1
+$2.96M
2
+$2.35M
3
+$2.32M
4
TFC icon
Truist Financial
TFC
+$1.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$561K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.58%
3 Technology 6.57%
4 Financials 5.5%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.11%
87,038
+18,329
27
$1.72M 1.08%
10,628
+195
28
$1.59M 1%
23,120
+2,205
29
$1.55M 0.97%
28,476
-118
30
$1.42M 0.89%
11,993
-484
31
$1.38M 0.87%
13,208
+13
32
$1.38M 0.87%
15,193
-275
33
$1.36M 0.86%
20,183
-3,245
34
$1.29M 0.81%
40,366
+39,506
35
$1.28M 0.81%
68,551
-12,829
36
$1.27M 0.8%
49,075
-4,185
37
$1.26M 0.79%
672
+57
38
$1.22M 0.77%
2,997
+779
39
$1.2M 0.76%
88,789
-9,583
40
$1.16M 0.73%
37,736
+4,570
41
$1.13M 0.71%
6,982
+51
42
$1.12M 0.7%
35,780
+2,200
43
$1.07M 0.68%
7,732
+329
44
$989K 0.62%
31,600
+822
45
$984K 0.62%
5,653
+1
46
$913K 0.57%
7,052
+119
47
$792K 0.5%
18,549
+7,657
48
$627K 0.39%
2,825
-924
49
$579K 0.36%
4,379
+60
50
$465K 0.29%
7,580
+976
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