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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
CGDV icon
126
Capital Group Dividend Value ETF
CGDV
$36.7B
$119K 0.03%
2,792
– –
IWM icon
127
iShares Russell 2000 ETF
IWM
$82.6B
$118K 0.03%
476
-14
-3% -$3.61K
OSK icon
128
Oshkosh
OSK
$9.15B
$111K 0.03%
756
+14
+2% +$2.18K
IBB icon
129
iShares Biotechnology ETF
IBB
$9.22B
$110K 0.03%
653
-18
-3% -$3.08K
AMCR icon
130
Amcor
AMCR
$20.7B
$109K 0.02%
2,748
– –
NLR icon
131
VanEck Uranium + Nuclear Energy ETF
NLR
$3.78B
$109K 0.02%
815
+68
+9% +$9.72K
XLC icon
132
State Street Communication Services Select Sector SPDR ETF
XLC
$23.5B
$107K 0.02%
962
+3
+0.3% +$347
BA icon
133
Boeing
BA
$169B
$100K 0.02%
504
– –
SPYG icon
134
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$95.8K 0.02%
978
+33
+3% +$3.44K
XLF icon
135
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$95.2K 0.02%
1,928
+8
+0.4% +$417
LLY icon
136
Eli Lilly
LLY
$1.04T
$94.9K 0.02%
103
– –
WPC icon
137
W.P. Carey
WPC
$16.7B
$92.5K 0.02%
1,362
+18
+1% +$1.26K
TMUS icon
138
T-Mobile US
TMUS
$209B
$90.7K 0.02%
432
+2
+0.5% +$411
AGG icon
139
iShares Core US Aggregate Bond ETF
AGG
$138B
$85.8K 0.02%
864
– –
FNDF icon
140
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$85.4K 0.02%
1,746
– –
BAC icon
141
Bank of America
BAC
$432B
$84.4K 0.02%
1,732
+10
+0.6% +$516
XLV icon
142
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$82.1K 0.02%
560
+47
+9% +$7.25K
CEG icon
143
Constellation Energy
CEG
$89.9B
$79.7K 0.02%
286
+1
+0.4% +$304
VWO icon
144
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$78.1K 0.02%
1,445
– –
ETN icon
145
Eaton
ETN
$154B
$76.8K 0.02%
215
+1
+0.5% +$356
NIC icon
146
Nicolet Bankshares
NIC
$3.65B
$76.4K 0.02%
514
+1
+0.2% +$145
IXC icon
147
iShares Global Energy ETF
IXC
$2.21B
$75.4K 0.02%
1,309
– –
PLTR icon
148
Palantir
PLTR
$322B
$74K 0.02%
506
+24
+5% +$3.67K
AKRE
149
Akre Focus ETF
AKRE
$5.43B
$73.4K 0.02%
1,389
– –
LNT icon
150
Alliant Energy
LNT
$19.6B
$72.5K 0.02%
1,010
+919
+1,010% +$63.4K
4 5
6
7 8

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