WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.2M
3
+$1.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M
5
AMZN icon
Amazon
AMZN
+$849K

Top Sells

1
+$2.93M
2
+$2.35M
3
+$2.3M
4
TFC icon
Truist Financial
TFC
+$1.29M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$560K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.52%
3 Technology 6.57%
4 Financials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
99
+1
177
$11K 0.01%
+200
178
$11K 0.01%
128
+15
179
$11K 0.01%
+75
180
$11K 0.01%
86
181
$10K 0.01%
+134
182
$10K 0.01%
+223
183
$10K 0.01%
253
+1
184
$10K 0.01%
+294
185
$10K 0.01%
182
+1
186
$10K 0.01%
+144
187
$9K 0.01%
146
+1
188
$9K 0.01%
346
+3
189
$9K 0.01%
110
190
$9K 0.01%
87
191
$9K 0.01%
440
192
$9K 0.01%
152
+1
193
$8K 0.01%
327
+5
194
$8K 0.01%
760
195
$8K 0.01%
60
+1
196
$8K 0.01%
161
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197
$8K 0.01%
+69
198
$7K ﹤0.01%
89
199
$7K ﹤0.01%
438
+4
200
$7K ﹤0.01%
91
6 7
8
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