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
$186M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.2M
3
+$4.11M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.14M
5
CRM icon
Salesforce
CRM
+$2.64M

Top Sells

1
+$5.29M
2
+$5.06M
3
+$3.28M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.41M
5
BAC icon
Bank of America
BAC
+$1.74M

Sector Composition

1 Technology 12.1%
2 Energy 10.76%
3 Communication Services 9.24%
4 Consumer Discretionary 8.61%
5 Materials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
889
+5
152
$20K 0.01%
367
+1
153
$19K 0.01%
220
+1
154
$19K 0.01%
1,436
-1,134
155
$19K 0.01%
555
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156
$18K 0.01%
1,170
+1,000
157
$18K 0.01%
287
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158
$17K 0.01%
75
159
$17K 0.01%
3,740
160
$17K 0.01%
161
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161
$16K 0.01%
592
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162
$16K 0.01%
436
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163
$16K 0.01%
301
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164
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165
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81
166
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131
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167
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67
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221
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171
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443
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172
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173
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165
174
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187
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175
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439
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5 6
7
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