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
$181M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.24M
3
+$4.58M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.05M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$3.89M

Top Sells

1
+$22.7M
2
+$19.5M
3
+$5.9M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$5.67M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$4.3M

Sector Composition

1 Technology 16.03%
2 Energy 10.18%
3 Consumer Discretionary 9.65%
4 Communication Services 8.73%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12K 0.01%
200
177
$12K 0.01%
1,000
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$12K 0.01%
+395
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189
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134
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154
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182
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621
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135
184
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185
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70
186
$11K 0.01%
91
187
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75
188
$11K 0.01%
1,025
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$10K 0.01%
106
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190
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191
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365
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192
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319
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193
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194
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196
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197
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65
198
$9K 0.01%
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199
$9K 0.01%
259
200
$9K 0.01%
196
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