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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
+6.06%
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
$166M
AUM Growth
+$12.6M
Cap. Flow
+$1.67M
Cap. Flow %
1.01%
Top 10 Hldgs %
41.23%
Holding
346
New
34
Increased
110
Reduced
43
Closed
23

Top Buys

1
BAC icon
Bank of America
BAC
+$1.3M
2
CELG
Celgene Corp
CELG
+$581K
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$574K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$439K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$322K

Top Sells

1
META icon
Meta Platforms (Facebook)
META
+$2.38M
2
BKNG icon
Booking.com
BKNG
+$1.25M
3
VZ icon
Verizon
VZ
+$533K
4
T icon
AT&T
T
+$386K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$364K

Sector Composition

1 Communication Services 12.36%
2 Technology 7.98%
3 Financials 6.92%
4 Consumer Discretionary 5.95%
5 Energy 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRAI icon
276
CRA International
CRAI
$1.14B
$1K ﹤0.01%
+23
New +$1.01K
CSIQ icon
277
Canadian Solar
CSIQ
$1B
$1K ﹤0.01%
+30
New +$516
CX icon
278
Cemex
CX
$18.9B
$1K ﹤0.01%
138
– –
EXAS
279
DELISTED
Exact Sciences
EXAS
$1K ﹤0.01%
+19
New +$1.01K
FBT icon
280
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$1K ﹤0.01%
+6
New +$741
HWM icon
281
Howmet Aerospace
HWM
$109B
$1K ﹤0.01%
44
– –
INTU icon
282
Intuit
INTU
$80.6B
$1K ﹤0.01%
+7
New +$1.07K
KWEB icon
283
KraneShares CSI China Internet ETF
KWEB
$5.45B
$1K ﹤0.01%
18
– –
LOW icon
284
Lowe's Companies
LOW
$121B
$1K ﹤0.01%
6
– –
LUMN icon
285
Lumen
LUMN
$6.5B
$1K ﹤0.01%
+78
New +$1.32K
M icon
286
Macy's
M
$6.34B
$1K ﹤0.01%
52
– –
ORCL icon
287
Oracle
ORCL
$358B
$1K ﹤0.01%
12
-4
-25% -$196
PANW icon
288
Palo Alto Networks
PANW
$289B
$1K ﹤0.01%
42
-90
-68% -$2.19K
QCOM icon
289
Qualcomm
QCOM
$180B
$1K ﹤0.01%
10
– –
ROBO icon
290
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
$1K ﹤0.01%
28
– –
SNSR icon
291
Global X Internet of Things ETF
SNSR
$222M
$1K ﹤0.01%
51
– –
STM icon
292
STMicroelectronics
STM
$56B
$1K ﹤0.01%
+51
New +$1.13K
SWKS icon
293
Skyworks Solutions
SWKS
$8.67B
$1K ﹤0.01%
13
– –
WU icon
294
Western Union
WU
$2.61B
$1K ﹤0.01%
61
– –
ROYT
295
DELISTED
PACIFIC COAST OIL TRUST
ROYT
$1K ﹤0.01%
461
– –
FNM
296
DELISTED
FANNIE MAE
FNM
$1K ﹤0.01%
442
– –
BCRX icon
297
BioCryst Pharmaceuticals
BCRX
$2.32B
– –
-200
Closed -$1K
BKNG icon
298
Booking.com
BKNG
$143B
– –
-17,100
Closed -$1.25M
CFR icon
299
Cullen/Frost Bankers
CFR
$10.3B
– –
-21
Closed -$2K
CIEN icon
300
Ciena
CIEN
$55B
– –
-2
Closed –
10 11
12
13 14

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