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
151
$20K 0.01%
597
+169
152
$20K 0.01%
159
153
$19K 0.01%
295
+5
154
$18K 0.01%
+725
155
$18K 0.01%
+108
156
$17K 0.01%
430
+2
157
$17K 0.01%
3,740
158
$17K 0.01%
363
159
$16K 0.01%
81
-27
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$16K 0.01%
222
+74
161
$15K 0.01%
180
162
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579
+3
163
$15K 0.01%
205
164
$15K 0.01%
879
+3
165
$15K 0.01%
330
166
$15K 0.01%
80
167
$14K 0.01%
108
+56
168
$14K 0.01%
165
169
$14K 0.01%
275
+2
170
$13K 0.01%
162
-134
171
$12K 0.01%
+386
172
$12K 0.01%
184
173
$12K 0.01%
218
-28
174
$12K 0.01%
242
+199
175
$11K 0.01%
86
5 6
7
8 9