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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
+6.31%
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
$184M
AUM Growth
+$27.7M
Cap. Flow
-$29.4M
Cap. Flow %
-15.99%
Top 10 Hldgs %
73.61%
Holding
268
New
12
Increased
19
Reduced
5
Closed
232

Top Buys

1
IYT icon
iShares US Transportation ETF
IYT
+$8.28M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.7M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$4.81M
4
IBB icon
iShares Biotechnology ETF
IBB
+$4.74M
5
WFC icon
Wells Fargo
WFC
+$4.2M

Top Sells

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.1M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.2M
3
AAPL icon
Apple
AAPL
+$7.28M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$6.34M
5
GSK icon
GSK
GSK
+$5.01M

Sector Composition

1 Industrials 7.72%
2 Healthcare 7.71%
3 Communication Services 7.39%
4 Financials 7.04%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
26
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$1.42M 0.77%
+25,112
New +$1.38M
WDC icon
27
Western Digital
WDC
$161B
$720K 0.39%
+8,600
New +$649K
LUV icon
28
Southwest Airlines
LUV
$24.2B
$717K 0.39%
+16,933
New +$632K
UAL icon
29
United Airlines
UAL
$38.6B
$717K 0.39%
+10,726
New +$594K
GLD icon
30
SPDR Gold Trust
GLD
$129B
$685K 0.37%
6,027
+5,995
+18,734% +$692K
ILMN icon
31
Illumina
ILMN
$28.8B
$669K 0.36%
+3,723
New +$656K
EMC
32
DELISTED
EMC CORPORATION
EMC
$528K 0.29%
17,769
+1
+0% +$29
UNG icon
33
United States Natural Gas Fund
UNG
$370M
$400K 0.22%
+1,694
New +$543K
AA icon
34
Alcoa
AA
$12.4B
$380K 0.21%
10,004
-9,601
-49% -$372K
RRC icon
35
Range Resources
RRC
$8.54B
$350K 0.19%
+6,539
New +$423K
AAPL icon
36
Apple
AAPL
$4.89T
– –
-288,964
Closed -$7.28M
ABBV icon
37
AbbVie
ABBV
$449B
– –
-68
Closed -$4K
ABT icon
38
Abbott
ABT
$172B
– –
-67
Closed -$3K
ACWI icon
39
iShares MSCI ACWI ETF
ACWI
$33.1B
– –
-383
Closed -$23K
AFL icon
40
Aflac
AFL
$62.6B
– –
-402
Closed -$12K
AGG icon
41
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-298
Closed –
AGNC icon
42
AGNC Investment
AGNC
$13.1B
– –
-200
Closed -$4K
AIG icon
43
American International
AIG
$41.4B
– –
-47
Closed -$3K
AMP icon
44
Ameriprise Financial
AMP
$47.9B
– –
-144
Closed -$18K
AMZN icon
45
Amazon
AMZN
$2.69T
– –
-200
Closed -$3K
APD icon
46
Air Products & Chemicals
APD
$66.2B
– –
-110
Closed -$13K
ASB icon
47
Associated Banc-Corp
ASB
$6B
– –
-12,904
Closed -$225K
ASH icon
48
Ashland
ASH
$3.15B
– –
-1,388
Closed -$71K
AVK
49
Advent Convertible and Income Fund
AVK
$562M
– –
-391
Closed -$7K
AZN icon
50
AstraZeneca
AZN
$263B
– –
-15,004
Closed -$1.07M
1
2
3 4 5

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