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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
+3.55%
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
$172M
AUM Growth
-$12M
Cap. Flow
+$34.2M
Cap. Flow %
19.92%
Top 10 Hldgs %
52.65%
Holding
344
New
306
Increased
5
Reduced
23
Closed
8

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.9M
2
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$6.45M
3
KO icon
Coca-Cola
KO
+$6.04M
4
MRK icon
Merck
MRK
+$5.77M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.03M

Top Sells

1
IYT icon
iShares US Transportation ETF
IYT
+$9.13M
2
WFC icon
Wells Fargo
WFC
+$5.92M
3
IBB icon
iShares Biotechnology ETF
IBB
+$5.03M
4
MSFT icon
Microsoft
MSFT
+$4.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M

Sector Composition

1 Healthcare 14.66%
2 Financials 11.38%
3 Communication Services 9.22%
4 Industrials 8.47%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XHR
101
Xenia Hotels & Resorts
XHR
$1.91B
$28K 0.02%
+1,250
New +$27.1K
FAX
102
abrdn Asia-Pacific Income Fund
FAX
$596M
$27K 0.02%
+829
New +$27.5K
RGLD icon
103
Royal Gold
RGLD
$16.2B
$27K 0.02%
+435
New +$29.9K
SLB icon
104
SLB Ltd
SLB
$70.4B
$27K 0.02%
+321
New +$26.7K
IWF icon
105
iShares Russell 1000 Growth ETF
IWF
$125B
$25K 0.01%
+1,016
New +$24.8K
ACWI icon
106
iShares MSCI ACWI ETF
ACWI
$33.1B
$23K 0.01%
+386
New +$22.9K
NLY icon
107
Annaly Capital Management
NLY
$17.2B
$22K 0.01%
+537
New +$22.8K
HSY icon
108
Hershey
HSY
$35.4B
$20K 0.01%
+202
New +$21.1K
CXP
109
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$20K 0.01%
+739
New +$18.9K
AMP icon
110
Ameriprise Financial
AMP
$47.9B
$19K 0.01%
+145
New +$19.1K
VEA icon
111
Vanguard FTSE Developed Markets ETF
VEA
$227B
$19K 0.01%
+467
New +$18.3K
EOG icon
112
EOG Resources
EOG
$73.7B
$18K 0.01%
+200
New +$18.1K
ZBH icon
113
Zimmer Biomet
ZBH
$18.1B
$18K 0.01%
+157
New +$17.9K
CAB
114
DELISTED
Cabela's Inc
CAB
$17K 0.01%
+300
New +$16.6K
APD icon
115
Air Products & Chemicals
APD
$66.2B
$16K 0.01%
+111
New +$15.4K
PM icon
116
Philip Morris
PM
$296B
$16K 0.01%
+212
New +$17.2K
AMZN icon
117
Amazon
AMZN
$2.69T
$15K 0.01%
+800
New +$14.1K
WPM icon
118
Wheaton Precious Metals
WPM
$47.3B
$15K 0.01%
+798
New +$17K
GILD icon
119
Gilead Sciences
GILD
$169B
$14K 0.01%
+141
New +$14.3K
HAL icon
120
Halliburton
HAL
$29.3B
$14K 0.01%
+316
New +$13.2K
PFG icon
121
Principal Financial Group
PFG
$24.4B
$14K 0.01%
+274
New +$13.8K
VB icon
122
Vanguard Small-Cap ETF
VB
$80.2B
$14K 0.01%
+117
New +$13.9K
AFL icon
123
Aflac
AFL
$62.6B
$13K 0.01%
+408
New +$12.4K
BSV icon
124
Vanguard Short-Term Bond ETF
BSV
$44.7B
$13K 0.01%
+164
New +$13.2K
EL icon
125
Estee Lauder
EL
$30B
$13K 0.01%
+153
New +$12K
3 4
5
6 7

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