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
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.26M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$859K
5
AAPL icon
Apple
AAPL
+$383K

Top Sells

1
+$2.96M
2
+$2.35M
3
+$2.32M
4
TFC icon
Truist Financial
TFC
+$1.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$561K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.58%
3 Technology 6.57%
4 Financials 5.5%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
+75
177
$11K 0.01%
128
+15
178
$11K 0.01%
+200
179
$11K 0.01%
99
+1
180
$11K 0.01%
643
181
$11K 0.01%
216
+1
182
$11K 0.01%
47
183
$10K 0.01%
+223
184
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253
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$10K 0.01%
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186
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182
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187
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+144
188
$10K 0.01%
+134
189
$9K 0.01%
87
190
$9K 0.01%
110
191
$9K 0.01%
346
+3
192
$9K 0.01%
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+1
193
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152
+1
194
$9K 0.01%
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195
$8K 0.01%
+69
196
$8K 0.01%
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197
$8K 0.01%
60
+1
198
$8K 0.01%
760
199
$8K 0.01%
327
+5
200
$7K ﹤0.01%
60
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8
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