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
$233M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$156K
3
+$80.4K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$72.9K

Top Sells

1
+$2.87M
2
+$2.77M
3
+$351K
4
AAPL icon
Apple
AAPL
+$281K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$185K

Sector Composition

1 Technology 18.84%
2 Financials 7.89%
3 Consumer Discretionary 7.13%
4 Communication Services 5.41%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
577
+4
177
$18K 0.01%
200
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$18K 0.01%
499
+1
179
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+1
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$17K 0.01%
93
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181
$17K 0.01%
90
182
$17K 0.01%
395
+2
183
$16K 0.01%
210
184
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420
185
$16K 0.01%
77
186
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182
+3
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$16K 0.01%
809
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$16K 0.01%
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193
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$14K 0.01%
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+1
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$14K 0.01%
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+2
200
$14K 0.01%
74
+25
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8
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