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
$210M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.39M
3
+$1.84M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.66M
5
C icon
Citigroup
C
+$1.57M

Top Sells

1
+$16.2M
2
+$11.1M
3
+$2.32M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.3M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.34M

Sector Composition

1 Technology 16.63%
2 Consumer Discretionary 9.82%
3 Financials 8.54%
4 Communication Services 6.59%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
358
202
$9K ﹤0.01%
110
+1
203
$9K ﹤0.01%
50
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$9K ﹤0.01%
201
+1
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+45
206
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204
207
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72
208
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125
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733
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+8
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+230
216
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128
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218
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134
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220
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1,171
-192
221
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97
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222
$8K ﹤0.01%
58
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223
$8K ﹤0.01%
106
224
$7K ﹤0.01%
90
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225
$7K ﹤0.01%
502
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