We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
| $1.11M | 0.25% |
18,696
+135
| +0.7% | +$8.09K |
|
52
Advanced Micro Devices
AMD
$812B
| $1.09M | 0.25% |
5,360
+446
| +9% | +$95.2K |
|
53
Micron Technology
MU
$956B
| $1M | 0.23% |
2,971
+140
| +5% | +$54.8K |
|
54
Lockheed Martin
LMT
$119B
| $999K | 0.23% |
1,653
+82
| +5% | +$50.5K |
|
55
SPDR Gold Trust
GLD
$129B
| $978K | 0.22% |
2,273
| – | – |
|
56
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
| $965K | 0.22% |
12,174
+75
| +0.6% | +$5.98K |
|
57
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
| $952K | 0.22% |
25,829
+913
| +4% | +$34K |
|
58
WEC Energy
WEC
$37B
| $902K | 0.21% |
7,791
+45
| +0.6% | +$5.06K |
|
59
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$958M
| $876K | 0.2% |
20,162
+1,646
| +9% | +$72.5K |
|
60
KLA
KLAC
$286B
| $872K | 0.2% |
5,920
| – | – |
|
61
Starbucks
SBUX
$124B
| $861K | 0.2% |
9,614
-260
| -3% | -$24.6K |
|
62
Johnson & Johnson
JNJ
$598B
| $788K | 0.18% |
3,225
-138
| -4% | -$32.1K |
|
63
Medtronic
MDT
$107B
| $777K | 0.18% |
8,973
+39
| +0.4% | +$3.74K |
|
64
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
| $749K | 0.17% |
25,667
+410
| +2% | +$12K |
|
65
iShares Gold Trust
IAU
$61.9B
| $730K | 0.17% |
8,275
-100
| -1% | -$9.17K |
|
66
TSMC
TSM
$2.1T
| $727K | 0.17% |
2,151
+66
| +3% | +$22.7K |
|
67
PayPal
PYPL
$50.6B
| $685K | 0.16% |
15,139
-499
| -3% | -$24.1K |
|
68
NextEra Energy
NEE
$186B
| $662K | 0.15% |
7,131
+1,372
| +24% | +$122K |
|
69
Lam Research
LRCX
$400B
| $637K | 0.15% |
2,981
-2
| -0.1% | -$447 |
|
70
BP
BP
$106B
| $603K | 0.14% |
12,827
-292
| -2% | -$11.4K |
|
71
Nike
NKE
$65.5B
| $561K | 0.13% |
10,629
-266
| -2% | -$16.1K |
|
72
Vanguard Financials ETF
VFH
$13.5B
| $542K | 0.12% |
4,485
+15
| +0.3% | +$1.91K |
|
73
Vanguard Health Care ETF
VHT
$18.1B
| $529K | 0.12% |
1,942
-3
| -0.2% | -$858 |
|
74
Broadcom
AVGO
$1.8T
| $521K | 0.12% |
1,684
+195
| +13% | +$64.2K |
|
75
Vanguard S&P 500 ETF
VOO
$986B
| $520K | 0.12% |
870
+280
| +47% | +$175K |
|
Similar funds
DA
CCT
HCM
STCG
3IP
SPT
CDMG
BCM