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
$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 7.87%
4 Consumer Discretionary 7.27%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
480
+4
152
$19K 0.01%
189
-78,977
153
$19K 0.01%
366
+1
154
$18K 0.01%
81
155
$18K 0.01%
75
156
$18K 0.01%
219
+1
157
$18K 0.01%
299
158
$18K 0.01%
1,155
-400
159
$18K 0.01%
80
160
$18K 0.01%
207
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161
$18K 0.01%
+244
162
$18K 0.01%
884
-272
163
$17K 0.01%
+435
164
$17K 0.01%
160
165
$16K 0.01%
257
-94
166
$16K 0.01%
3,740
167
$16K 0.01%
361
-369
168
$15K 0.01%
589
+4
169
$15K 0.01%
283
+5
170
$14K 0.01%
87
171
$14K 0.01%
205
172
$14K 0.01%
130
+1
173
$13K 0.01%
165
174
$13K 0.01%
66
175
$13K 0.01%
233
-123
5 6
7
8 9