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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
+9.88%
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
$278M
AUM Growth
+$20.7M
Cap. Flow
-$1.14M
Cap. Flow %
-0.41%
Top 10 Hldgs %
64.42%
Holding
470
New
11
Increased
173
Reduced
61
Closed
9

Top Buys

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$783K
2
PYPL icon
PayPal
PYPL
+$371K
3
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$302K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$300K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$99.9K

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$866K
2
BABA icon
Alibaba
BABA
+$688K
3
AAPL icon
Apple
AAPL
+$532K
4
MSFT icon
Microsoft
MSFT
+$267K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$212K

Sector Composition

1 Technology 23.39%
2 Financials 7.89%
3 Consumer Discretionary 6.36%
4 Communication Services 5.8%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
126
T-Mobile US
TMUS
$209B
$56K 0.02%
400
+195
+95% +$27.4K
CGDV icon
127
Capital Group Dividend Value ETF
CGDV
$36.7B
$55K 0.02%
2,051
– –
DD icon
128
DuPont de Nemours
DD
$18.1B
$55K 0.02%
613
+4
+0.7% +$344
HBAN icon
129
Huntington Bancshares
HBAN
$37.6B
$55K 0.02%
5,107
+1,990
+64% +$21.3K
CSCO icon
130
Cisco
CSCO
$432B
$53K 0.02%
1,033
+7
+0.7% +$344
SPYM
131
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$50K 0.02%
968
+4
+0.4% +$197
VO icon
132
Vanguard Mid-Cap ETF
VO
$106B
$48K 0.02%
868
+4
+0.5% +$210
HD icon
133
Home Depot
HD
$347B
$47K 0.02%
153
+1
+0.7% +$295
XLV icon
134
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$47K 0.02%
357
+1
+0.3% +$132
AVGO icon
135
Broadcom
AVGO
$1.78T
$46K 0.02%
530
– –
ITW icon
136
Illinois Tool Works
ITW
$81.4B
$44K 0.02%
177
+36
+26% +$8.43K
TFC icon
137
Truist Financial
TFC
$66.3B
$44K 0.02%
1,464
+689
+89% +$21.4K
KEY icon
138
KeyCorp
KEY
$25.9B
$43K 0.02%
4,601
+1,912
+71% +$20K
ETN icon
139
Eaton
ETN
$154B
$42K 0.02%
207
+1
+0.5% +$176
SLX icon
140
VanEck Steel ETF
SLX
$160M
$42K 0.02%
649
– –
VTV icon
141
Vanguard Value ETF
VTV
$187B
$42K 0.02%
297
-5
-2% -$694
BIBL icon
142
Inspire 100 ETF
BIBL
$494M
$41K 0.01%
1,254
+57
+5% +$1.78K
MRK icon
143
Merck
MRK
$315B
$41K 0.01%
354
– –
DAL icon
144
Delta Air Lines
DAL
$57B
$40K 0.01%
846
– –
SLV icon
145
iShares Silver Trust
SLV
$26.9B
$40K 0.01%
1,909
– –
SPSB icon
146
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$40K 0.01%
1,369
-59
-4% -$1.74K
LLY icon
147
Eli Lilly
LLY
$1.04T
$38K 0.01%
82
– –
MO icon
148
Altria Group
MO
$122B
$37K 0.01%
821
+8
+1% +$362
VGK icon
149
Vanguard FTSE Europe ETF
VGK
$30.1B
$37K 0.01%
597
-211
-26% -$13.1K
TGT icon
150
Target
TGT
$63.7B
$36K 0.01%
272
-95
-26% -$14.1K
4 5
6
7 8

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