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
$154M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.54M
3
+$3.46M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M

Top Sells

1
+$7.51M
2
+$4.73M
3
+$3.2M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.99M

Sector Composition

1 Communication Services 13.37%
2 Technology 7.87%
3 Consumer Discretionary 6.2%
4 Energy 5.62%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
187
+2
202
$5K ﹤0.01%
+36
203
$5K ﹤0.01%
+55
204
$5K ﹤0.01%
95
-5,357
205
$5K ﹤0.01%
+77
206
$5K ﹤0.01%
226
-86,812
207
$5K ﹤0.01%
+297
208
$5K ﹤0.01%
185
209
$5K ﹤0.01%
+67
210
$5K ﹤0.01%
+93
211
$5K ﹤0.01%
26
+6
212
$5K ﹤0.01%
180
213
$5K ﹤0.01%
220
214
$5K ﹤0.01%
53
215
$4K ﹤0.01%
113
216
$4K ﹤0.01%
165
+37
217
$4K ﹤0.01%
35
-2,674
218
$4K ﹤0.01%
297
-88,492
219
$4K ﹤0.01%
76
220
$4K ﹤0.01%
273
+1
221
$4K ﹤0.01%
+36
222
$3K ﹤0.01%
23
223
$3K ﹤0.01%
110
224
$3K ﹤0.01%
67
-1
225
$3K ﹤0.01%
93
+1
7 8
9
10 11