WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
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
+$8.47M
2
+$7.98M
3
+$6.54M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.24M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.23M

Top Sells

1
+$8.48M
2
+$8.37M
3
+$7.83M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.39M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.17M

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%
219
+1
154
$18K 0.01%
299
155
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156
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80
157
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75
159
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207
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884
-272
162
$17K 0.01%
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163
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160
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$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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169
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130
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172
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165
173
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66
174
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233
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175
$13K 0.01%
220
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7
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