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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
+6.89%
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
$350M
AUM Growth
+$22.3M
Cap. Flow
+$3.4M
Cap. Flow %
0.97%
Top 10 Hldgs %
60.42%
Holding
478
New
27
Increased
183
Reduced
41
Closed
18

Top Buys

1
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$648K
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$458K
3
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$397K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$372K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$297K

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$1.15M
2
AAPL icon
Apple
AAPL
+$381K
3
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$297K
4
MSFT icon
Microsoft
MSFT
+$179K
5
AMZN icon
Amazon
AMZN
+$126K

Sector Composition

1 Technology 25.29%
2 Financials 7.53%
3 Communication Services 6.86%
4 Consumer Discretionary 6.33%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
126
T-Mobile US
TMUS
$209B
$71.4K 0.02%
405
+1
+0.2% +$168
ASH icon
127
Ashland
ASH
$3.15B
$66.9K 0.02%
708
– –
ETN icon
128
Eaton
ETN
$154B
$65.9K 0.02%
210
+1
+0.5% +$323
VIG icon
129
Vanguard Dividend Appreciation ETF
VIG
$111B
$65K 0.02%
356
– –
BAC icon
130
Bank of America
BAC
$432B
$63.3K 0.02%
1,593
-546
-26% -$20.9K
DD icon
131
DuPont de Nemours
DD
$18.1B
$63.1K 0.02%
625
+3
+0.5% +$294
XEL icon
132
Xcel Energy
XEL
$49.9B
$62.6K 0.02%
1,173
+12
+1% +$653
CGCP icon
133
Capital Group Core Plus Income ETF
CGCP
$8.36B
$61.5K 0.02%
2,766
+33
+1% +$732
FNDF icon
134
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$61.2K 0.02%
1,746
– –
SPYM
135
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$59.4K 0.02%
928
-20
-2% -$1.23K
VWO icon
136
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$59.1K 0.02%
1,351
+1
+0.1% +$43
AGNC icon
137
AGNC Investment
AGNC
$13.1B
$59K 0.02%
6,183
+225
+4% +$2.15K
CSCO icon
138
Cisco
CSCO
$432B
$57.3K 0.02%
1,206
+9
+0.8% +$427
KHC icon
139
Kraft Heinz
KHC
$31.1B
$57.1K 0.02%
1,773
+1,044
+143% +$37.2K
VO icon
140
Vanguard Mid-Cap ETF
VO
$106B
$53.2K 0.02%
880
– –
IJR icon
141
iShares Core S&P Small-Cap ETF
IJR
$111B
$52.9K 0.02%
496
– –
XLV icon
142
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$52.9K 0.02%
363
+1
+0.3% +$143
JPST icon
143
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$52.4K 0.02%
1,039
– –
MGK icon
144
Vanguard Mega Cap Growth ETF
MGK
$33.2B
$52.2K 0.01%
830
– –
SLV icon
145
iShares Silver Trust
SLV
$26.9B
$50.7K 0.01%
1,909
– –
KEY icon
146
KeyCorp
KEY
$25.9B
$50.4K 0.01%
3,548
-453
-11% -$6.57K
X
147
DELISTED
US Steel
X
$49.6K 0.01%
1,313
-74
-5% -$2.82K
TFC icon
148
Truist Financial
TFC
$66.3B
$49.1K 0.01%
1,265
-161
-11% -$6.08K
IUSG icon
149
iShares Core S&P US Growth ETF
IUSG
$31.9B
$48.9K 0.01%
384
– –
MPC icon
150
Marathon Petroleum
MPC
$89.3B
$48.3K 0.01%
278
– –
4 5
6
7 8

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