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
$350M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$672K
2
+$461K
3
+$397K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$373K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$312K

Top Sells

1
+$1.4M
2
+$430K
3
+$300K
4
MSFT icon
Microsoft
MSFT
+$189K
5
AMZN icon
Amazon
AMZN
+$132K

Sector Composition

1 Technology 25.29%
2 Financials 7.53%
3 Communication Services 6.86%
4 Consumer Discretionary 6.33%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34.4K 0.01%
983
+10
177
$34K 0.01%
919
178
$33.1K 0.01%
152
179
$32.3K 0.01%
+1,265
180
$32.3K 0.01%
1,335
+6
181
$32.2K 0.01%
140
182
$32.1K 0.01%
627
+3
183
$31.7K 0.01%
313
+4
184
$31.7K 0.01%
106
+1
185
$31.6K 0.01%
358
+172
186
$29.9K 0.01%
314
187
$29.8K 0.01%
103
188
$29.7K 0.01%
436
+271
189
$29.6K 0.01%
996
-168
190
$29.3K 0.01%
350
-292
191
$28.3K 0.01%
477
+1
192
$27.1K 0.01%
972
+3
193
$27.1K 0.01%
1,760
194
$26.9K 0.01%
1,086
+10
195
$26.5K 0.01%
254
+1
196
$24.7K 0.01%
86
+1
197
$23.9K 0.01%
236
198
$23.4K 0.01%
541
+5
199
$23.3K 0.01%
170
+2
200
$23.1K 0.01%
127
+1
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8
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