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
176
$13K 0.01%
186
+2
177
$12K 0.01%
353
+2
178
$12K 0.01%
590
179
$12K 0.01%
386
180
$12K 0.01%
200
181
$12K 0.01%
120
+1
182
$12K 0.01%
482
+4
183
$11K 0.01%
253
+4
184
$10K 0.01%
194
185
$10K 0.01%
303
+5
186
$10K 0.01%
221
+2
187
$10K 0.01%
500
188
$10K 0.01%
+276
189
$10K 0.01%
760
190
$9K 0.01%
53
191
$9K 0.01%
332
+180
192
$9K 0.01%
352
193
$9K 0.01%
145
194
$9K 0.01%
343
+5
195
$8K ﹤0.01%
91
196
$8K ﹤0.01%
196
+168
197
$8K ﹤0.01%
83
198
$8K ﹤0.01%
255
+142
199
$8K ﹤0.01%
147
+1
200
$8K ﹤0.01%
540
+100
6 7
8
9 10