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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
(-3.1%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
58.54%
Holding
540
New
22
Increased
186
Reduced
69
Closed
11
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$549K |
| 2 |
Apple
AAPL
|
+$383K |
| 3 |
NVIDIA
NVDA
|
+$377K |
| 4 |
Marvell Technology
MRVL
|
+$314K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
| $3.42M | 0.78% |
41,453
-158
| -0.4% | -$13.1K |
|
|
27
Marvell Technology
MRVL
$169B
| $3.32M | 0.76% |
33,561
-3,740
| -10% | -$314K |
|
28
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $2.49M | 0.57% |
74,093
+1,923
| +3% | +$65K |
|
29
Vanguard Total Stock Market ETF
VTI
$664B
| $2.48M | 0.57% |
7,724
+279
| +4% | +$93.6K |
|
30
Salesforce
CRM
$141B
| $2.33M | 0.53% |
12,474
+103
| +0.8% | +$21.3K |
|
31
Coca-Cola
KO
$365B
| $2.27M | 0.52% |
29,832
-276
| -0.9% | -$20.9K |
|
32
RTX Corp
RTX
$262B
| $2.26M | 0.52% |
11,701
+105
| +0.9% | +$20.9K |
|
33
Verizon
VZ
$183B
| $2.14M | 0.49% |
42,611
+524
| +1% | +$24.3K |
|
34
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.6B
| $2.07M | 0.47% |
80,717
+2,126
| +3% | +$54.8K |
|
35
Tesla
TSLA
$1.47T
| $1.74M | 0.4% |
4,669
+45
| +1% | +$18.5K |
|
36
Walmart Inc
WMT
$915B
| $1.69M | 0.39% |
13,578
+312
| +2% | +$38.3K |
|
37
Walt Disney
DIS
$173B
| $1.64M | 0.37% |
17,027
+82
| +0.5% | +$8.67K |
|
38
Honeywell
HON
$71.7B
| $1.63M | 0.37% |
7,219
-158
| -2% | -$36.1K |
|
39
Vanguard Growth ETF
VUG
$224B
| $1.63M | 0.37% |
22,398
+7,974
| +55% | +$620K |
|
40
eBay
EBAY
$49.2B
| $1.61M | 0.37% |
17,679
-517
| -3% | -$46.4K |
|
41
Mastercard
MA
$487B
| $1.56M | 0.36% |
3,120
-31
| -1% | -$16.3K |
|
42
Northrop Grumman
NOC
$73.7B
| $1.49M | 0.34% |
2,191
+45
| +2% | +$31.1K |
|
43
ASML
ASML
$686B
| $1.46M | 0.33% |
1,108
+44
| +4% | +$60.3K |
|
44
Chevron
CVX
$366B
| $1.44M | 0.33% |
6,949
-47
| -0.7% | -$8.57K |
|
45
Texas Instruments
TXN
$265B
| $1.2M | 0.27% |
6,176
-96
| -2% | -$19.4K |
|
46
Adobe
ADBE
$93.5B
| $1.2M | 0.27% |
4,928
-113
| -2% | -$31.3K |
|
|
47
Alphabet (Google) Class A
GOOGL
$4.33T
| $1.19M | 0.27% |
4,143
-32
| -0.8% | -$10.1K |
|
48
Procter & Gamble
PG
$353B
| $1.15M | 0.26% |
7,940
+258
| +3% | +$39.1K |
|
49
VanEck Semiconductor ETF
SMH
$69B
| $1.13M | 0.26% |
2,951
+9
| +0.3% | +$3.57K |
|
50
ExxonMobil
XOM
$605B
| $1.12M | 0.26% |
6,606
-79
| -1% | -$11.5K |
|
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