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
$159M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.26M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$859K
5
AAPL icon
Apple
AAPL
+$383K

Top Sells

1
+$2.96M
2
+$2.35M
3
+$2.32M
4
TFC icon
Truist Financial
TFC
+$1.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$561K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.58%
3 Technology 6.57%
4 Financials 5.5%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
591
+11
202
$7K ﹤0.01%
341
+236
203
$7K ﹤0.01%
135
204
$7K ﹤0.01%
91
205
$7K ﹤0.01%
438
+4
206
$7K ﹤0.01%
89
207
$6K ﹤0.01%
500
208
$6K ﹤0.01%
249
+2
209
$6K ﹤0.01%
27
210
$6K ﹤0.01%
+295
211
$6K ﹤0.01%
145
212
$6K ﹤0.01%
342
213
$5K ﹤0.01%
185
+1
214
$5K ﹤0.01%
185
215
$5K ﹤0.01%
+49
216
$5K ﹤0.01%
102
217
$5K ﹤0.01%
72
+29
218
$5K ﹤0.01%
200
219
$5K ﹤0.01%
+14
220
$5K ﹤0.01%
+180
221
$5K ﹤0.01%
+103
222
$5K ﹤0.01%
3
223
$5K ﹤0.01%
53
224
$4K ﹤0.01%
54
+47
225
$4K ﹤0.01%
113
7 8
9
10 11