WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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
+$2.67M
2
+$2.2M
3
+$1.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M
5
AMZN icon
Amazon
AMZN
+$849K

Top Sells

1
+$2.93M
2
+$2.35M
3
+$2.3M
4
TFC icon
Truist Financial
TFC
+$1.29M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$560K

Sector Composition

1 Communication Services 10.88%
2 Energy 9.52%
3 Technology 6.57%
4 Financials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
135
202
$7K ﹤0.01%
341
+236
203
$7K ﹤0.01%
591
+11
204
$7K ﹤0.01%
60
205
$6K ﹤0.01%
500
206
$6K ﹤0.01%
249
+2
207
$6K ﹤0.01%
27
208
$6K ﹤0.01%
+295
209
$6K ﹤0.01%
145
210
$6K ﹤0.01%
342
211
$5K ﹤0.01%
185
+1
212
$5K ﹤0.01%
185
213
$5K ﹤0.01%
+49
214
$5K ﹤0.01%
102
215
$5K ﹤0.01%
72
+29
216
$5K ﹤0.01%
200
217
$5K ﹤0.01%
+14
218
$5K ﹤0.01%
+180
219
$5K ﹤0.01%
+103
220
$5K ﹤0.01%
3
221
$5K ﹤0.01%
53
222
$4K ﹤0.01%
54
+47
223
$4K ﹤0.01%
113
224
$4K ﹤0.01%
511
+15
225
$4K ﹤0.01%
64
7 8
9
10 11