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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
KBWB icon
101
Invesco KBW Bank ETF
KBWB
$6.96B
$15K 0.02%
+388
New +$14.7K
DD
102
DELISTED
Du Pont De Nemours E I
DD
$15K 0.02%
226
+1
+0.4% +$64
APD icon
103
Air Products & Chemicals
APD
$66.2B
$14K 0.02%
114
+2
+2% +$252
DLN icon
104
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$14K 0.02%
+384
New +$13.8K
EL icon
105
Estee Lauder
EL
$30B
$14K 0.02%
154
+1
+0.7% +$85
MPC icon
106
Marathon Petroleum
MPC
$89.3B
$14K 0.02%
262
+1
+0.4% +$52
SPHD icon
107
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.49B
$14K 0.02%
+410
New +$13.5K
CAB
108
DELISTED
Cabela's Inc
CAB
$14K 0.02%
300
– –
HPE icon
109
Hewlett Packard
HPE
$59.8B
$13K 0.01%
+1,423
New +$11.9K
MO icon
110
Altria Group
MO
$122B
$13K 0.01%
218
+2
+0.9% +$116
PFG icon
111
Principal Financial Group
PFG
$24.4B
$13K 0.01%
280
+2
+0.7% +$98
BSCI
112
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
$13K 0.01%
+640
New +$13.5K
BSCG
113
DELISTED
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
$13K 0.01%
+610
New +$13.5K
BSCH
114
DELISTED
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
$13K 0.01%
+596
New +$13.5K
AFL icon
115
Aflac
AFL
$62.6B
$12K 0.01%
416
+4
+1% +$125
TSLA icon
116
Tesla
TSLA
$1.47T
$12K 0.01%
720
– –
UNP icon
117
Union Pacific
UNP
$178B
$12K 0.01%
148
+1
+0.7% +$86
ASB icon
118
Associated Banc-Corp
ASB
$6B
$11K 0.01%
561
-171
-23% -$3.32K
GD icon
119
General Dynamics
GD
$99.7B
$11K 0.01%
81
– –
HIG icon
120
Hartford Financial Services
HIG
$37.5B
$11K 0.01%
356
+1
+0.3% +$46
XPO icon
121
XPO
XPO
$25.7B
$11K 0.01%
+1,128
New +$11.2K
IRC
122
DELISTED
INLAND REAL ESTATE CORP
IRC
$11K 0.01%
1,010
+16
+2% +$150
HPQ icon
123
HP
HPQ
$22.1B
$10K 0.01%
827
-976
-54% -$12.5K
NFLX icon
124
Netflix
NFLX
$313B
$10K 0.01%
840
-161,920
-99% -$1.85M
PGX icon
125
Invesco Preferred ETF
PGX
$3.91B
$10K 0.01%
636
+10
+2% +$148
3 4
5
6 7

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