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
$273M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$770K
3
+$758K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$669K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$576K

Top Sells

1
+$766K
2
+$460K
3
+$348K
4
AMZN icon
Amazon
AMZN
+$261K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$175K

Sector Composition

1 Technology 21.65%
2 Financials 7.93%
3 Consumer Discretionary 6.13%
4 Communication Services 5.95%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58K 0.02%
708
127
$58K 0.02%
2,114
+166
128
$58K 0.02%
773
+4
129
$58K 0.02%
1,490
+1,068
130
$57K 0.02%
966
+714
131
$56K 0.02%
717
-39
132
$56K 0.02%
400
133
$55K 0.02%
+1,746
134
$54K 0.02%
2,051
135
$52K 0.02%
+1,039
136
$51K 0.02%
4,932
-175
137
$48K 0.02%
4,437
-164
138
$47K 0.02%
+496
139
$47K 0.02%
654
-144
140
$47K 0.02%
941
-27
141
$47K 0.02%
301
+104
142
$46K 0.02%
359
+2
143
$45K 0.02%
788
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144
$45K 0.02%
218
+1
145
$44K 0.02%
530
146
$44K 0.02%
208
+1
147
$44K 0.02%
82
148
$43K 0.02%
649
149
$42K 0.02%
278
150
$41K 0.02%
178
+1
4 5
6
7 8