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
$302M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$292K
3
+$265K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$185K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$173K

Top Sells

1
+$1.15M
2
+$778K
3
+$335K
4
BABA icon
Alibaba
BABA
+$300K
5
IAU icon
iShares Gold Trust
IAU
+$298K

Sector Composition

1 Technology 23.56%
2 Financials 8.77%
3 Consumer Discretionary 8.7%
4 Communication Services 7.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.01%
872
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$34K 0.01%
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912
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902
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$34K 0.01%
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781
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162
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364
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$29K 0.01%
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$28K 0.01%
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