WAS

Winch Advisory Services Portfolio holdings

AUM $444M
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$447K
3 +$308K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$298K
5
UNH icon
UnitedHealth
UNH
+$251K

Top Sells

1 +$1.44M
2 +$522K
3 +$466K
4
MSFT icon
Microsoft
MSFT
+$434K
5
AMZN icon
Amazon
AMZN
+$296K

Sector Composition

1 Technology 22.4%
2 Financials 7.99%
3 Communication Services 7.05%
4 Consumer Discretionary 5.85%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PANW icon
251
Palo Alto Networks
PANW
$131B
$15.6K ﹤0.01%
76
+10
YUM icon
252
Yum! Brands
YUM
$43.6B
$15.4K ﹤0.01%
104
IXP icon
253
iShares Global Comm Services ETF
IXP
$787M
$15.4K ﹤0.01%
137
BABA icon
254
Alibaba
BABA
$408B
$15.3K ﹤0.01%
135
-20
CCI icon
255
Crown Castle
CCI
$38.6B
$15.1K ﹤0.01%
147
+2
KRE icon
256
State Street SPDR S&P Regional Banking ETF
KRE
$4.06B
$15K ﹤0.01%
252
+2
DFUS icon
257
Dimensional US Equity ETF
DFUS
$18.5B
$14.9K ﹤0.01%
223
+1
TPR icon
258
Tapestry
TPR
$27.3B
$14.9K ﹤0.01%
170
+69
SIRI icon
259
SiriusXM
SIRI
$7.04B
$14.8K ﹤0.01%
646
+7
INTC icon
260
Intel
INTC
$230B
$14.7K ﹤0.01%
658
-204
VDE icon
261
Vanguard Energy ETF
VDE
$7.48B
$14.7K ﹤0.01%
123
+1
TPLC icon
262
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$335M
$14.6K ﹤0.01%
325
+1
BKR icon
263
Baker Hughes
BKR
$51.3B
$14.6K ﹤0.01%
380
+3
WELL icon
264
Welltower
WELL
$130B
$14.4K ﹤0.01%
94
+1
ONON icon
265
On Holding
ONON
$14.9B
$14.1K ﹤0.01%
271
BX icon
266
Blackstone
BX
$123B
$14.1K ﹤0.01%
94
MAGA icon
267
Point Bridge America First ETF
MAGA
$31M
$13.9K ﹤0.01%
277
FXG icon
268
First Trust Consumer Staples AlphaDEX Fund
FXG
$266M
$13.8K ﹤0.01%
218
+1
BMY icon
269
Bristol-Myers Squibb
BMY
$115B
$13.7K ﹤0.01%
296
+4
ZBH icon
270
Zimmer Biomet
ZBH
$17.7B
$13.7K ﹤0.01%
150
SVAL icon
271
iShares US Small Cap Value Factor ETF
SVAL
$68.2M
$13.4K ﹤0.01%
432
+3
ETR icon
272
Entergy
ETR
$42.5B
$13.3K ﹤0.01%
160
+1
KR icon
273
Kroger
KR
$39.5B
$13.3K ﹤0.01%
185
+1
TJX icon
274
TJX Companies
TJX
$172B
$13.1K ﹤0.01%
106
HMC icon
275
Honda
HMC
$39.9B
$13K ﹤0.01%
452
+10