WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
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 9.52%
3 Technology 6.57%
4 Financials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19K 0.01%
295
+5
152
$18K 0.01%
+108
153
$18K 0.01%
+725
154
$17K 0.01%
430
+2
155
$17K 0.01%
3,740
156
$17K 0.01%
363
157
$16K 0.01%
81
-27
158
$16K 0.01%
222
+74
159
$15K 0.01%
579
+3
160
$15K 0.01%
205
161
$15K 0.01%
879
+3
162
$15K 0.01%
330
163
$15K 0.01%
80
164
$15K 0.01%
180
165
$14K 0.01%
257
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166
$14K 0.01%
165
167
$14K 0.01%
275
+2
168
$13K 0.01%
162
-134
169
$12K 0.01%
242
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170
$12K 0.01%
+386
171
$12K 0.01%
184
172
$12K 0.01%
218
-28
173
$11K 0.01%
86
174
$11K 0.01%
+75
175
$11K 0.01%
128
+15
5 6
7
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