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
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
232
+2
202
$17K 0.01%
427
+1
203
$16K 0.01%
350
204
$16K 0.01%
301
205
$16K 0.01%
283
+18
206
$16K 0.01%
1,000
207
$16K 0.01%
36
+10
208
$16K 0.01%
75
209
$16K 0.01%
177
210
$16K 0.01%
121
211
$16K 0.01%
409
212
$16K 0.01%
159
213
$15K 0.01%
82
214
$15K 0.01%
219
-13
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$15K 0.01%
643
+101
216
$15K 0.01%
140
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$15K 0.01%
188
+1
218
$15K 0.01%
56
219
$14K 0.01%
252
220
$14K 0.01%
350
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$14K 0.01%
105
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222
$14K 0.01%
98
223
$14K 0.01%
500
224
$13K 0.01%
+180
225
$13K 0.01%
41
7 8
9
10 11