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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
Cap. Flow
+$1.11M
Cap. Flow %
0.25%
Top 10 Hldgs %
58.54%
Holding
540
New
22
Increased
186
Reduced
69
Closed
11

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$620K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$549K
3
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$217K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$204K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$189K

Top Sells

1
GOOG icon
Alphabet (Google) Class C
GOOG
+$549K
2
AAPL icon
Apple
AAPL
+$383K
3
NVDA icon
NVIDIA
NVDA
+$377K
4
MRVL icon
Marvell Technology
MRVL
+$314K
5
AAAU icon
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
VXUS icon
101
Vanguard Total International Stock ETF
VXUS
$154B
$196K 0.04%
2,545
+1,976
+347% +$157K
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
$190K 0.04%
3,109
-39
-1% -$2.09K
COP icon
103
ConocoPhillips
COP
$137B
$186K 0.04%
1,407
-26
-2% -$2.88K
VIG icon
104
Vanguard Dividend Appreciation ETF
VIG
$111B
$184K 0.04%
855
+3
+0.4% +$669
DIA icon
105
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$181K 0.04%
392
+1
+0.3% +$484
GLTR icon
106
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.41B
$175K 0.04%
802
– –
LYB icon
107
LyondellBasell Industries
LYB
$18.8B
$173K 0.04%
2,145
-92
-4% -$5.46K
DOW icon
108
Dow Inc
DOW
$21.4B
$167K 0.04%
4,020
-88
-2% -$2.79K
KMB icon
109
Kimberly-Clark
KMB
$36.3B
$166K 0.04%
1,718
-29
-2% -$2.97K
BOTZ icon
110
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.32B
$164K 0.04%
4,930
+21
+0.4% +$776
JEPQ icon
111
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.7B
$163K 0.04%
2,941
+786
+36% +$45.5K
CAT icon
112
Caterpillar
CAT
$403B
$160K 0.04%
226
-26
-10% -$18K
FCX icon
113
Freeport-McMoran
FCX
$83.3B
$160K 0.04%
2,716
-43
-2% -$2.6K
OXY icon
114
Occidental Petroleum
OXY
$53.6B
$151K 0.03%
2,118
– –
ABBV icon
115
AbbVie
ABBV
$446B
$149K 0.03%
687
-16
-2% -$3.55K
EEM icon
116
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$139K 0.03%
2,450
– –
SPDW icon
117
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.9B
$139K 0.03%
3,040
– –
IBIT icon
118
iShares Bitcoin Trust
IBIT
$47.1B
$136K 0.03%
3,537
– –
MPC icon
119
Marathon Petroleum
MPC
$89.8B
$135K 0.03%
554
+1
+0.2% +$202
PEP icon
120
PepsiCo
PEP
$190B
$134K 0.03%
862
+13
+2% +$2.03K
VVV icon
121
Valvoline
VVV
$5.13B
$132K 0.03%
3,927
– –
MO icon
122
Altria Group
MO
$121B
$131K 0.03%
1,988
-183
-8% -$11.8K
ROBO icon
123
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
$129K 0.03%
1,889
-37
-2% -$2.72K
CSCO icon
124
Cisco
CSCO
$430B
$127K 0.03%
1,635
+9
+0.6% +$705
EOG icon
125
EOG Resources
EOG
$73.9B
$120K 0.03%
827
+7
+0.9% +$850
3 4
5
6 7

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