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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
ACGL icon
426
Arch Capital
ACGL
$35B
$1.82K ﹤0.01%
19
– –
MTW icon
427
Manitowoc
MTW
$480M
$1.77K ﹤0.01%
152
– –
CLX icon
428
Clorox
CLX
$11.9B
$1.77K ﹤0.01%
17
– –
NVS icon
429
Novartis
NVS
$291B
$1.77K ﹤0.01%
12
+1
+9% +$153
MFC icon
430
Manulife Financial
MFC
$72.1B
$1.7K ﹤0.01%
49
– –
RCL icon
431
Royal Caribbean
RCL
$78.8B
$1.68K ﹤0.01%
6
– –
ADSK icon
432
Autodesk
ADSK
$45.8B
$1.68K ﹤0.01%
7
– –
DELL icon
433
Dell
DELL
$253B
$1.64K ﹤0.01%
10
– –
NVEC icon
434
NVE Corp
NVEC
$420M
$1.59K ﹤0.01%
24
– –
TOST icon
435
Toast
TOST
$17.6B
$1.56K ﹤0.01%
59
– –
ON icon
436
ON Semiconductor
ON
$34.3B
$1.55K ﹤0.01%
25
– –
MATV icon
437
Mativ Holdings
MATV
$453M
$1.44K ﹤0.01%
166
+2
+1% +$23
BWXT icon
438
BWX Technologies
BWXT
$15.9B
$1.43K ﹤0.01%
7
– –
SFM icon
439
Sprouts Farmers Market
SFM
$6.93B
$1.39K ﹤0.01%
18
– –
ASB icon
440
Associated Banc-Corp
ASB
$6B
$1.37K ﹤0.01%
53
+1
+2% +$27
UNM icon
441
Unum
UNM
$14.3B
$1.35K ﹤0.01%
19
+1
+6% +$75
DKNG icon
442
DraftKings
DKNG
$12.3B
$1.3K ﹤0.01%
60
– –
BLDR icon
443
Builders FirstSource
BLDR
$8.41B
$1.24K ﹤0.01%
15
– –
IFX
444
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$1.08K ﹤0.01%
24
– –
SNOW icon
445
Snowflake
SNOW
$93.6B
$1.06K ﹤0.01%
7
– –
NMAX
446
Newsmax Inc
NMAX
$1.1B
$1.04K ﹤0.01%
200
– –
MUSA icon
447
Murphy USA
MUSA
$11.1B
$994 ﹤0.01%
2
– –
SOLS
448
Solstice Advanced Materials
SOLS
$9.25B
$991 ﹤0.01%
13
-16
-55% -$1.1K
AVNS icon
449
Avanos Medical
AVNS
$1.17B
$939 ﹤0.01%
67
– –
LUCD icon
450
Lucid Diagnostics
LUCD
$193M
$920 ﹤0.01%
800
– –
16 17
18
19 20

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