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
126
$38K 0.02%
513
-150
127
$38K 0.02%
855
+205
128
$38K 0.02%
135
129
$38K 0.02%
+180
130
$37K 0.02%
3,312
-14,974
131
$37K 0.02%
231
+1
132
$33K 0.02%
+685
133
$33K 0.02%
391
+200
134
$31K 0.02%
+92,040
135
$31K 0.02%
589
+6
136
$30K 0.02%
627
+4
137
$30K 0.02%
270
138
$30K 0.02%
207
139
$28K 0.02%
+1,232
140
$27K 0.02%
409
+4
141
$27K 0.02%
560
+360
142
$25K 0.02%
1,405
+210
143
$25K 0.02%
1,128
144
$24K 0.02%
241
+1
145
$24K 0.02%
224
146
$23K 0.01%
255
+1
147
$23K 0.01%
812
148
$23K 0.01%
1,151
+4
149
$22K 0.01%
462
+106
150
$21K 0.01%
354
-119
4 5
6
7 8