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WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.59%
This Fund
S&P 500
This Quarter Est. Return
-2.96%
1 Year Est. Return
+17.59%
3 Year Est. Return
+72.54%
5 Year Est. Return
+91.41%
10 Year Est. Return
+331.7%
AUM
$438M
AUM Growth
-$14.1M
Cap. Flow
+$1.11M
Cap. Flow %
0.25%
Top 10 Hldgs %
58.54%
Holding
540
New
22
Increased
186
Reduced
69
Closed
11

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$620K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$549K
3
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$217K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$204K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$189K

Top Sells

1
GOOG icon
Alphabet (Google) Class C
GOOG
+$549K
2
AAPL icon
Apple
AAPL
+$383K
3
NVDA icon
NVIDIA
NVDA
+$377K
4
MRVL icon
Marvell Technology
MRVL
+$314K
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$164K

Sector Composition

1 Technology 21.91%
2 Communication Services 7.41%
3 Financials 7.22%
4 Consumer Discretionary 5.18%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
251
American Tower
AMT
$78.7B
$18.4K ﹤0.01%
106
+1
+1% +$180
ETR icon
252
Entergy
ETR
$53.6B
$18.4K ﹤0.01%
163
+1
+0.6% +$101
HYG icon
253
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$17.8K ﹤0.01%
224
+3
+1% +$241
VEA icon
254
Vanguard FTSE Developed Markets ETF
VEA
$227B
$17.7K ﹤0.01%
277
+1
+0.4% +$66
BUI icon
255
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$739M
$17.6K ﹤0.01%
668
+10
+2% +$275
NTRS icon
256
Northern Trust
NTRS
$34.9B
$17.5K ﹤0.01%
125
+1
+0.8% +$144
LQD icon
257
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$17.2K ﹤0.01%
158
+1
+0.6% +$110
BABA icon
258
Alibaba
BABA
$282B
$17.2K ﹤0.01%
137
– –
TJX icon
259
TJX Companies
TJX
$171B
$17.1K ﹤0.01%
107
– –
KVUE icon
260
Kenvue
KVUE
$36.5B
$16.9K ﹤0.01%
980
+10
+1% +$178
KRE icon
261
State Street SPDR S&P Regional Banking ETF
KRE
$5.05B
$16.7K ﹤0.01%
257
+2
+0.8% +$135
WBD icon
262
Warner Bros
WBD
$68.4B
$16.6K ﹤0.01%
603
+128
+27% +$3.58K
YUM icon
263
Yum! Brands
YUM
$41.9B
$16.4K ﹤0.01%
106
+1
+1% +$158
TGT icon
264
Target
TGT
$63.7B
$16.4K ﹤0.01%
135
+1
+0.7% +$113
ADI icon
265
Analog Devices
ADI
$185B
$16.1K ﹤0.01%
51
+1
+2% +$318
STX icon
266
Seagate
STX
$169B
$16K ﹤0.01%
41
– –
IWLG icon
267
IQ Winslow Large Cap Growth ETF
IWLG
$316M
$15.9K ﹤0.01%
+334
New +$17.1K
DFUS
268
Dimensional US Equity ETF
DFUS
$21B
$15.9K ﹤0.01%
224
– –
IXP icon
269
iShares Global Comm Services ETF
IXP
$545M
$15.7K ﹤0.01%
137
– –
SAP icon
270
SAP
SAP
$189B
$15.5K ﹤0.01%
91
– –
BTI icon
271
British American Tobacco
BTI
$136B
$15.5K ﹤0.01%
265
+3
+1% +$178
SIRI icon
272
SiriusXM
SIRI
$10.5B
$15.5K ﹤0.01%
671
+8
+1% +$172
SMR icon
273
NuScale Power
SMR
$2.64B
$15.4K ﹤0.01%
1,422
– –
MP icon
274
MP Materials
MP
$8.09B
$15.3K ﹤0.01%
317
– –
TPLC icon
275
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$305M
$15.2K ﹤0.01%
327
– –
9 10
11
12 13

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