WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.2M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.81M
3
+$4.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.36M
5
CRM icon
Salesforce
CRM
+$3.27M

Top Sells

1
+$3.67M
2
+$2.17M
3
+$1.85M
4
AAP icon
Advance Auto Parts
AAP
+$1.64M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
53
202
$3K ﹤0.01%
+100
203
$3K ﹤0.01%
300
204
$3K ﹤0.01%
31
205
$2K ﹤0.01%
+50
206
$2K ﹤0.01%
48
+1
207
$2K ﹤0.01%
339
+10
208
$2K ﹤0.01%
43
209
$2K ﹤0.01%
94
+3
210
$2K ﹤0.01%
21
-37
211
$2K ﹤0.01%
170
-480
212
$2K ﹤0.01%
28
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$2K ﹤0.01%
129
214
$2K ﹤0.01%
16
215
$2K ﹤0.01%
+500
216
$2K ﹤0.01%
44
+1
217
$2K ﹤0.01%
85
+3
218
$2K ﹤0.01%
+100
219
$2K ﹤0.01%
104
+3
220
$2K ﹤0.01%
66
-462
221
$2K ﹤0.01%
52
222
$2K ﹤0.01%
214
+7
223
$2K ﹤0.01%
86
+1
224
$2K ﹤0.01%
103
+1
225
$2K ﹤0.01%
268
7 8
9
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