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
76
$181K 0.11%
1,404
+8
77
$156K 0.1%
5,744
+3,049
78
$154K 0.1%
2,776
+20
79
$151K 0.1%
3,288
80
$146K 0.09%
4,127
+2,152
81
$146K 0.09%
1,557
82
$141K 0.09%
2,492
-1,939
83
$136K 0.09%
4,213
84
$128K 0.08%
1,500
85
$114K 0.07%
809
+482
86
$109K 0.07%
1,314
87
$107K 0.07%
1,993
-4,625
88
$100K 0.06%
+2,088
89
$96K 0.06%
599
90
$95K 0.06%
+1,740
91
$94K 0.06%
631
+395
92
$90K 0.06%
1,015
93
$82K 0.05%
2,958
94
$80K 0.05%
1,087
+109
95
$77K 0.05%
316
+1
96
$76K 0.05%
3,165
+2,565
97
$73K 0.05%
922
+680
98
$71K 0.04%
1,240
-143
99
$69K 0.04%
1,280
+740
100
$67K 0.04%
728
2 3
4
5 6