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
$192M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.53M
3
+$4.57M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$4.78M
2
+$3.91M
3
+$3.78M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$3.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.07M

Sector Composition

1 Technology 17.9%
2 Consumer Discretionary 10.03%
3 Energy 9.5%
4 Communication Services 6.96%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14K 0.01%
93
+28
177
$13K 0.01%
2,155
178
$13K 0.01%
713
+2
179
$12K 0.01%
421
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180
$12K 0.01%
71
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181
$12K 0.01%
91
182
$12K 0.01%
75
183
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+32
184
$12K 0.01%
200
185
$12K 0.01%
395
186
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189
187
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540
188
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135
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189
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802
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190
$12K 0.01%
154
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$11K 0.01%
640
+19
192
$11K 0.01%
1,072
+3
193
$11K 0.01%
127
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194
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106
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195
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95
196
$11K 0.01%
65
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197
$10K 0.01%
200
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198
$10K 0.01%
368
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199
$10K 0.01%
308
-11
200
$10K 0.01%
520
6 7
8
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