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
$384M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.97M
3
+$2.93M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$673K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$586K

Top Sells

1
+$3.67M
2
+$1.54M
3
+$630K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$471K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$440K

Sector Composition

1 Technology 24.18%
2 Financials 7.86%
3 Communication Services 6.86%
4 Consumer Discretionary 6.53%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.7K 0.01%
656
+11
177
$38.2K 0.01%
+393
178
$38.1K 0.01%
98
-16
179
$37.3K 0.01%
314
180
$36.9K 0.01%
153
-45
181
$35.8K 0.01%
136
+33
182
$35.8K 0.01%
359
+1
183
$34.5K 0.01%
631
+2
184
$34K 0.01%
316
+243
185
$34K 0.01%
350
186
$33.7K 0.01%
576
+19
187
$33.3K 0.01%
824
-97
188
$33.3K 0.01%
1,104
+8
189
$32.6K 0.01%
998
+8
190
$32.5K 0.01%
108
+21
191
$31.3K 0.01%
200
192
$30.6K 0.01%
184
+87
193
$30.4K 0.01%
1,111
+12
194
$30.4K 0.01%
361
+2
195
$30.1K 0.01%
975
+1
196
$30.1K 0.01%
122
+44
197
$30K 0.01%
107
+1
198
$29.9K 0.01%
2,029
-404
199
$29.5K 0.01%
680
-593
200
$29K 0.01%
462
+394
6 7
8
9 10