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
$171M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.83M
3
+$6.37M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.16M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.09M

Top Sells

1
+$8.11M
2
+$7.94M
3
+$7.67M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.1M

Sector Composition

1 Communication Services 9.3%
2 Technology 8.63%
3 Financials 7.84%
4 Consumer Discretionary 7.27%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19K 0.01%
189
-78,977
152
$19K 0.01%
366
+1
153
$18K 0.01%
81
154
$18K 0.01%
75
155
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219
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156
$18K 0.01%
299
157
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1,155
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159
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207
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+244
161
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-272
162
$17K 0.01%
+435
163
$17K 0.01%
160
164
$16K 0.01%
257
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165
$16K 0.01%
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166
$16K 0.01%
361
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167
$15K 0.01%
589
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168
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283
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169
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170
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130
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172
$13K 0.01%
165
173
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66
174
$13K 0.01%
233
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175
$13K 0.01%
220
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