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
101
$64K 0.04%
1,402
-765
102
$62K 0.04%
582
+30
103
$62K 0.04%
332
+1
104
$61K 0.04%
2,027
+139
105
$59K 0.04%
778
-85
106
$56K 0.04%
1,048
+150
107
$56K 0.04%
+695
108
$54K 0.03%
427
-1,353
109
$47K 0.03%
797
+746
110
$47K 0.03%
641
+4
111
$46K 0.03%
+1,931
112
$46K 0.03%
705
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113
$46K 0.03%
399
-1
114
$45K 0.03%
573
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115
$44K 0.03%
224
116
$44K 0.03%
521
-2,562
117
$44K 0.03%
3,160
-692
118
$43K 0.03%
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119
$43K 0.03%
+375
120
$42K 0.03%
+2,431
121
$42K 0.03%
+375
122
$42K 0.03%
1,890
-6,144
123
$41K 0.03%
766
124
$40K 0.03%
+41
125
$39K 0.02%
+321
3 4
5
6 7