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
51
$417K 0.26%
9,489
-611
52
$405K 0.25%
20,055
+14,845
53
$395K 0.25%
6,077
-91
54
$389K 0.24%
2,762
-351
55
$386K 0.24%
8,300
56
$360K 0.23%
1,403
-86
57
$349K 0.22%
5,301
-251
58
$345K 0.22%
8,347
-223
59
$341K 0.21%
1,073
-29
60
$324K 0.2%
2,536
-311
61
$324K 0.2%
2,352
-45
62
$316K 0.2%
30,253
+24,408
63
$308K 0.19%
3,856
-104
64
$306K 0.19%
1,437
+1
65
$302K 0.19%
83,560
-27,160
66
$300K 0.19%
5,452
67
$291K 0.18%
1,258
-1,284
68
$272K 0.17%
6,095
-2,655
69
$263K 0.17%
3,750
70
$257K 0.16%
2,709
71
$248K 0.16%
3,834
-2,316
72
$248K 0.16%
3,639
+1,009
73
$245K 0.15%
1,598
+7
74
$239K 0.15%
9,845
-518
75
$228K 0.14%
2,611
+88
1 2
3
4 5