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
$233M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$156K
3
+$80.4K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$72.9K

Top Sells

1
+$2.87M
2
+$2.77M
3
+$351K
4
AAPL icon
Apple
AAPL
+$281K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$185K

Sector Composition

1 Technology 18.84%
2 Financials 7.89%
3 Consumer Discretionary 7.13%
4 Communication Services 5.41%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.02%
655
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$40K 0.02%
956
+4
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$38K 0.02%
594
+75
129
$38K 0.02%
757
-8
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$37K 0.02%
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+8
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$37K 0.02%
298
+77
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$36K 0.02%
501
133
$35K 0.02%
497
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$34K 0.01%
479
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$34K 0.01%
228
-25
136
$34K 0.01%
1,105
137
$31K 0.01%
350
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$30K 0.01%
680
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55
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$29K 0.01%
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$29K 0.01%
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$28K 0.01%
830
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$28K 0.01%
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147
$27K 0.01%
810
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$27K 0.01%
82
149
$26K 0.01%
365
+3
150
$25K 0.01%
953
+141
4 5
6
7 8