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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
+1.53%
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
$82.5M
AUM Growth
+$20.5M
Cap. Flow
+$20M
Cap. Flow %
24.21%
Top 10 Hldgs %
62.66%
Holding
315
New
60
Increased
107
Reduced
22
Closed
35

Top Buys

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.73M
2
AGNC icon
AGNC Investment
AGNC
+$1.65M
3
GLD icon
SPDR Gold Trust
GLD
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.34M
5
ABBV icon
AbbVie
ABBV
+$1.24M

Top Sells

1
T icon
AT&T
T
+$4.63M
2
CRM icon
Salesforce
CRM
+$1.88M
3
AAPL icon
Apple
AAPL
+$871K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$794K
5
KR icon
Kroger
KR
+$363K

Sector Composition

1 Communication Services 19.33%
2 Healthcare 10.57%
3 Technology 10.18%
4 Consumer Discretionary 7.73%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPLT
101
abrdn Physical Platinum Shares ETF
PPLT
$1.85B
$21K 0.03%
+2,150
New +$20.8K
INTC icon
102
Intel
INTC
$484B
$20K 0.02%
607
+214
+54% +$6.7K
PYPL icon
103
PayPal
PYPL
$50.3B
$20K 0.02%
540
– –
MINT icon
104
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$19K 0.02%
190
– –
NFLX icon
105
Netflix
NFLX
$313B
$19K 0.02%
2,040
-1,050
-34% -$10.1K
XLP icon
106
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$19K 0.02%
340
+2
+0.6% +$106
XLV icon
107
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$19K 0.02%
263
+9
+4% +$634
ZBH icon
108
Zimmer Biomet
ZBH
$18B
$18K 0.02%
158
– –
XNTK icon
109
State Street SPDR NYSE Technology ETF
XNTK
$2.08B
$17K 0.02%
332
– –
DUK icon
110
Duke Energy
DUK
$98B
$16K 0.02%
185
+127
+219% +$10.2K
FNV icon
111
Franco-Nevada
FNV
$38B
$16K 0.02%
205
– –
NKE icon
112
Nike
NKE
$65.9B
$16K 0.02%
295
+1
+0.3% +$57
SPHD icon
113
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.49B
$16K 0.02%
418
+4
+1% +$148
AFL icon
114
Aflac
AFL
$62.5B
$15K 0.02%
420
+2
+0.5% +$68
APD icon
115
Air Products & Chemicals
APD
$66B
$15K 0.02%
115
+1
+0.9% +$133
DLN icon
116
WisdomTree US LargeCap Dividend Fund
DLN
$6.23B
$15K 0.02%
388
+2
+0.5% +$74
NLY icon
117
Annaly Capital Management
NLY
$17.2B
$15K 0.02%
337
-258
-43% -$11K
EL icon
118
Estee Lauder
EL
$30B
$14K 0.02%
155
– –
MTW icon
119
Manitowoc
MTW
$477M
$14K 0.02%
303
+151
+99% +$3.28K
VLO icon
120
Valero Energy
VLO
$89B
$14K 0.02%
275
+75
+38% +$4.24K
BSCI
121
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
$14K 0.02%
645
+2
+0.3% +$43
BSCG
122
DELISTED
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
$14K 0.02%
613
+1
+0.2% +$22
BSCH
123
DELISTED
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
$14K 0.02%
601
+2
+0.3% +$45
HIG icon
124
Hartford Financial Services
HIG
$37.3B
$13K 0.02%
+359
New +$16K
CSCO icon
125
Cisco
CSCO
$429B
$12K 0.01%
1,789
+1,255
+235% +$35.2K
3 4
5
6 7

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