WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.83M
3
+$6.37M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.16M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.09M

Top Sells

1
+$8.11M
2
+$7.94M
3
+$7.67M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.1M

Sector Composition

1 Communication Services 9.3%
2 Technology 8.63%
3 Financials 7.84%
4 Consumer Discretionary 7.27%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
91
202
$8K ﹤0.01%
196
+168
203
$7K ﹤0.01%
102
-83
204
$7K ﹤0.01%
135
205
$7K ﹤0.01%
148
+2
206
$7K ﹤0.01%
90
207
$6K ﹤0.01%
60
208
$6K ﹤0.01%
625
+12
209
$6K ﹤0.01%
81
+8
210
$6K ﹤0.01%
185
211
$6K ﹤0.01%
36
212
$6K ﹤0.01%
200
213
$6K ﹤0.01%
180
214
$6K ﹤0.01%
442
215
$6K ﹤0.01%
124
216
$5K ﹤0.01%
+22
217
$5K ﹤0.01%
191
+2
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$5K ﹤0.01%
+20
219
$5K ﹤0.01%
301
+2
220
$5K ﹤0.01%
254
+2
221
$5K ﹤0.01%
55
222
$5K ﹤0.01%
131
+66
223
$5K ﹤0.01%
775
224
$5K ﹤0.01%
125
+74
225
$4K ﹤0.01%
275
+1
7 8
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