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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
MJ icon
451
Amplify Alternative Harvest ETF
MJ
$105M
$878 ﹤0.01%
38
– –
GEV icon
452
GE Vernova
GEV
$278B
$876 ﹤0.01%
1
– –
PTON icon
453
Peloton Interactive
PTON
$2.72B
$858 ﹤0.01%
200
– –
LIT icon
454
Global X Lithium & Battery Tech ETF
LIT
$1.52B
$847 ﹤0.01%
11
– –
TT icon
455
Trane Technologies
TT
$105B
$833 ﹤0.01%
+2
New +$849
SONY icon
456
Sony
SONY
$126B
$830 ﹤0.01%
40
– –
LUMN icon
457
Lumen
LUMN
$6.5B
$816 ﹤0.01%
117
– –
HRTX icon
458
Heron Therapeutics
HRTX
$90.1M
$800 ﹤0.01%
1,000
– –
BCYC
459
Bicycle Therapeutics
BCYC
$292M
$798 ﹤0.01%
172
– –
LWLG icon
460
Lightwave Logic
LWLG
$969M
$773 ﹤0.01%
110
– –
QS icon
461
QuantumScape Corp
QS
$3.64B
$746 ﹤0.01%
117
– –
VSNT
462
Versant Media Group
VSNT
$5.14B
$740 ﹤0.01%
+20
New +$674
OILK icon
463
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$214M
$703 ﹤0.01%
13
– –
JPIE icon
464
JPMorgan Income ETF
JPIE
$9.95B
$691 ﹤0.01%
+15
New +$694
NVO
465
Novo Nordisk
NVO
$228B
$675 ﹤0.01%
18
– –
RKT icon
466
Rocket Companies
RKT
$42.2B
$670 ﹤0.01%
+47
New +$855
STLA icon
467
Stellantis
STLA
$17.3B
$660 ﹤0.01%
93
– –
XPEV icon
468
XPeng
XPEV
$13.4B
$479 ﹤0.01%
28
– –
CSIQ icon
469
Canadian Solar
CSIQ
$1B
$416 ﹤0.01%
30
– –
FCEL icon
470
FuelCell Energy
FCEL
$1.38B
$403 ﹤0.01%
62
– –
TTWO icon
471
Take-Two Interactive
TTWO
$44.5B
$395 ﹤0.01%
2
– –
BRCC icon
472
BRC Inc
BRCC
$138M
$388 ﹤0.01%
500
– –
MRNA icon
473
Moderna
MRNA
$25.1B
$356 ﹤0.01%
7
– –
ARKF icon
474
ARK Blockchain & Fintech Innovation ETF
ARKF
$761M
$342 ﹤0.01%
9
– –
CGAU
475
Centerra Gold
CGAU
$3.03B
$342 ﹤0.01%
19
– –
17 18
19
20 21

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