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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
+2.57%
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
$156M
AUM Growth
-$14.5M
Cap. Flow
-$16.4M
Cap. Flow %
-10.51%
Top 10 Hldgs %
49.88%
Holding
308
New
26
Increased
101
Reduced
40
Closed
52

Top Buys

1
DIS icon
Walt Disney
DIS
+$5.43M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.42M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
4
GSK icon
GSK
GSK
+$5.31M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.41M

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.7M
2
HAL icon
Halliburton
HAL
+$5.88M
3
SLB icon
SLB Ltd
SLB
+$4.12M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.59M
5
MRK icon
Merck
MRK
+$2.29M

Sector Composition

1 Communication Services 16.58%
2 Financials 14.24%
3 Healthcare 13.18%
4 Technology 11.08%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBA
101
DELISTED
Walgreens Boots Alliance
WBA
$19K 0.01%
312
+2
+0.6% +$131
AMP icon
102
Ameriprise Financial
AMP
$47.5B
$18K 0.01%
144
+1
+0.7% +$123
EQNR icon
103
Equinor
EQNR
$84.6B
$17K 0.01%
625
+6
+1% +$173
INDY icon
104
iShares S&P India Nifty 50 Index Fund
INDY
$551M
$17K 0.01%
582
+2
+0.3% +$60
PM icon
105
Philip Morris
PM
$292B
$17K 0.01%
206
+1
+0.5% +$85
VT icon
106
Vanguard Total World Stock ETF
VT
$77.2B
$17K 0.01%
285
+1
+0.4% +$62
CXP
107
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$17K 0.01%
722
– –
WPM icon
108
Wheaton Precious Metals
WPM
$46.9B
$16K 0.01%
796
+2
+0.3% +$50
ZBH icon
109
Zimmer Biomet
ZBH
$18B
$15K 0.01%
156
– –
MTW icon
110
Manitowoc
MTW
$477M
$14K 0.01%
662
-43
-6% -$1.12K
APD icon
111
Air Products & Chemicals
APD
$65.9B
$13K 0.01%
110
+1
+0.9% +$122
FSM icon
112
Fortuna Silver Mines
FSM
$2.47B
$13K 0.01%
3,260
– –
SYY icon
113
Sysco
SYY
$39.3B
$13K 0.01%
333
+200
+150% +$7.46K
AFL icon
114
Aflac
AFL
$62.4B
$12K 0.01%
+402
New +$12.2K
FXA icon
115
Invesco CurrencyShares Australian Dollar Trust
FXA
$100M
$12K 0.01%
140
– –
HOG icon
116
Harley-Davidson
HOG
$2.82B
$12K 0.01%
203
+1
+0.5% +$64
VB icon
117
Vanguard Small-Cap ETF
VB
$80.1B
$12K 0.01%
108
– –
KATE
118
DELISTED
Kate Spade & Company
KATE
$12K 0.01%
475
+100
+27% +$3.43K
EL icon
119
Estee Lauder
EL
$29.9B
$11K 0.01%
152
+1
+0.7% +$75
EOG icon
120
EOG Resources
EOG
$73.7B
$11K 0.01%
109
-10,103
-99% -$1.1M
LMT icon
121
Lockheed Martin
LMT
$119B
$11K 0.01%
+60
New +$10.2K
MPC icon
122
Marathon Petroleum
MPC
$89.6B
$11K 0.01%
256
-258
-50% -$10.9K
SLV icon
123
iShares Silver Trust
SLV
$26.8B
$11K 0.01%
650
– –
TRP icon
124
TC Energy
TRP
$72.7B
$11K 0.01%
204
+1
+0.5% +$52
EDGR
125
DELISTED
EDGAR ONLINE.INC
EDGR
$11K 0.01%
+638
New +$11K
3 4
5
6 7

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