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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
+7.5%
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
$444M
AUM Growth
+$34.9M
(+8.5%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
60.06%
Holding
527
New
18
Increased
221
Reduced
42
Closed
10
Top Buys
Top Sells
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$296K |
| 2 |
NVIDIA
NVDA
|
+$235K |
| 3 |
Apple
AAPL
|
+$193K |
| 4 |
Microsoft
MSFT
|
+$122K |
| 5 |
Marvell Technology
MRVL
|
+$86.8K |
Sector Composition
| 1 | Technology | 24.37% |
| 2 | Financials | 7.73% |
| 3 | Communication Services | 7.4% |
| 4 | Consumer Discretionary | 5.61% |
| 5 | Consumer Staples | 1.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Stock Market ETF
VTI
$664B
| $3.4M | 0.77% |
10,375
-51
| -0.5% | -$16.1K |
|
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
| $3.32M | 0.75% |
71,002
+671
| +1% | +$29.8K |
|
28
Costco
COST
$419B
| $3.15M | 0.71% |
3,408
+148
| +5% | +$142K |
|
29
Salesforce
CRM
$141B
| $3.06M | 0.69% |
12,892
-9
| -0.1% | -$2.27K |
|
30
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $2.3M | 0.52% |
67,842
+5,430
| +9% | +$183K |
|
31
Tesla
TSLA
$1.47T
| $2.19M | 0.49% |
4,933
+274
| +6% | +$95K |
|
32
Adobe
ADBE
$93.5B
| $2.14M | 0.48% |
6,055
-3
| -0% | -$1.08K |
|
33
Walt Disney
DIS
$173B
| $2.03M | 0.46% |
17,729
-76
| -0.4% | -$8.95K |
|
34
Coca-Cola
KO
$365B
| $2.01M | 0.45% |
30,345
+493
| +2% | +$33.9K |
|
35
RTX Corp
RTX
$262B
| $1.97M | 0.44% |
11,786
-6
| -0.1% | -$931 |
|
36
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.6B
| $1.95M | 0.44% |
75,610
+7,300
| +11% | +$187K |
|
37
Mastercard
MA
$487B
| $1.83M | 0.41% |
3,219
-4
| -0.1% | -$2.3K |
|
38
Verizon
VZ
$183B
| $1.8M | 0.41% |
40,953
+2,836
| +7% | +$123K |
|
39
eBay
EBAY
$49.2B
| $1.71M | 0.38% |
18,788
+97
| +0.5% | +$8.58K |
|
40
Honeywell
HON
$71.7B
| $1.56M | 0.35% |
7,855
+170
| +2% | +$35.5K |
|
41
Walmart Inc
WMT
$915B
| $1.38M | 0.31% |
13,352
+983
| +8% | +$97.9K |
|
42
Texas Instruments
TXN
$265B
| $1.34M | 0.3% |
7,303
+95
| +1% | +$18.6K |
|
43
Northrop Grumman
NOC
$73.7B
| $1.28M | 0.29% |
2,095
+39
| +2% | +$22.1K |
|
44
Procter & Gamble
PG
$353B
| $1.18M | 0.27% |
7,664
+309
| +4% | +$48.3K |
|
45
Vanguard Growth ETF
VUG
$224B
| $1.12M | 0.25% |
13,962
+1,398
| +11% | +$107K |
|
46
PayPal
PYPL
$50B
| $1.11M | 0.25% |
16,572
-7
| -0% | -$493 |
|
47
Chevron
CVX
$366B
| $1.09M | 0.24% |
7,009
+346
| +5% | +$53.6K |
|
48
Alphabet (Google) Class A
GOOGL
$4.33T
| $1.03M | 0.23% |
4,221
-150
| -3% | -$31.4K |
|
49
ASML
ASML
$686B
| $996K | 0.22% |
1,029
+149
| +17% | +$117K |
|
50
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
| $970K | 0.22% |
16,157
+1,676
| +12% | +$100K |
|
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