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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
+8.26%
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
$88.2M
AUM Growth
+$19.8M
Cap. Flow
+$16.2M
Cap. Flow %
18.35%
Top 10 Hldgs %
72.77%
Holding
318
New
56
Increased
109
Reduced
44
Closed
42

Top Buys

1
BMY icon
Bristol-Myers Squibb
BMY
+$5.53M
2
META icon
Meta Platforms (Facebook)
META
+$4.81M
3
AMZN icon
Amazon
AMZN
+$4.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.36M
5
CRM icon
Salesforce
CRM
+$3.27M

Top Sells

1
MRK icon
Merck
MRK
+$3.67M
2
NKE icon
Nike
NKE
+$2.17M
3
NFLX icon
Netflix
NFLX
+$1.85M
4
AAP icon
Advance Auto Parts
AAP
+$1.64M
5
SYK icon
Stryker
SYK
+$985K

Sector Composition

1 Communication Services 30.66%
2 Technology 20.64%
3 Consumer Discretionary 13.73%
4 Healthcare 8.51%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLY icon
76
Annaly Capital Management
NLY
$17.2B
$22K 0.02%
587
+18
+3% +$702
SWKS icon
77
Skyworks Solutions
SWKS
$8.67B
$22K 0.02%
282
+137
+94% +$11K
VHT icon
78
Vanguard Health Care ETF
VHT
$18.1B
$22K 0.02%
163
-4,089
-96% -$533K
F icon
79
Ford
F
$56.5B
$21K 0.02%
1,461
-615
-30% -$8.91K
PYPL icon
80
PayPal
PYPL
$50B
$20K 0.02%
+540
New +$19.1K
SLB icon
81
SLB Ltd
SLB
$70.4B
$20K 0.02%
293
+2
+0.7% +$150
XHR
82
Xenia Hotels & Resorts
XHR
$1.91B
$20K 0.02%
1,287
+16
+1% +$272
MINT icon
83
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$19K 0.02%
+189
New +$19.1K
PM icon
84
Philip Morris
PM
$296B
$19K 0.02%
220
+3
+1% +$260
HSY icon
85
Hershey
HSY
$35.4B
$18K 0.02%
205
– –
UAA icon
86
Under Armour
UAA
$3.09B
$18K 0.02%
447
+8
+2% +$362
XLV icon
87
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$18K 0.02%
254
-257
-50% -$18.2K
XNTK icon
88
State Street SPDR NYSE Technology ETF
XNTK
$2.09B
$18K 0.02%
+332
New +$18K
FXEU
89
DELISTED
PowerShares Europe Currency Hedged Low Volatility Portfolio
FXEU
$18K 0.02%
+750
New +$18.6K
ORLY icon
90
O'Reilly Automotive
ORLY
$71.5B
$17K 0.02%
+990
New +$17.2K
WPM icon
91
Wheaton Precious Metals
WPM
$47.3B
$17K 0.02%
1,349
+1
+0.1% +$13
XLP icon
92
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$17K 0.02%
+336
New +$16.7K
RTN
93
DELISTED
Raytheon Company
RTN
$17K 0.02%
139
+1
+0.7% +$120
AMP icon
94
Ameriprise Financial
AMP
$47.9B
$16K 0.02%
147
– –
KSS icon
95
Kohl's
KSS
$1.98B
$16K 0.02%
+331
New +$15.3K
NG icon
96
NovaGold Resources
NG
$2.34B
$16K 0.02%
3,740
– –
OIH icon
97
VanEck Oil Services ETF
OIH
$2.04B
$16K 0.02%
+31
New +$18.5K
ZBH icon
98
Zimmer Biomet
ZBH
$18.1B
$16K 0.02%
157
– –
LFWD icon
99
ReWalk Robotics
LFWD
$22.1M
$16K 0.02%
+1
New +$18.6K
CVS icon
100
CVS Health
CVS
$136B
$15K 0.02%
151
+1
+0.7% +$98
2 3
4
5 6

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