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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
SPYM
151
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$70.6K 0.02%
922
+2
+0.2% +$160
CGCP icon
152
Capital Group Core Plus Income ETF
CGCP
$8.36B
$65.7K 0.02%
2,939
+23
+0.8% +$521
FIS icon
153
Fidelity National Information Services
FIS
$22B
$64.3K 0.01%
1,370
– –
ASH icon
154
Ashland
ASH
$3.12B
$63.8K 0.01%
1,147
+3
+0.3% +$178
HBAN icon
155
Huntington Bancshares
HBAN
$37.5B
$63K 0.01%
4,026
-138
-3% -$2.36K
VO icon
156
Vanguard Mid-Cap ETF
VO
$106B
$62.1K 0.01%
864
+64
+8% +$4.75K
IJR icon
157
iShares Core S&P Small-Cap ETF
IJR
$110B
$61.7K 0.01%
496
– –
MGK icon
158
Vanguard Mega Cap Growth ETF
MGK
$33.1B
$61.3K 0.01%
835
– –
QCOM icon
159
Qualcomm
QCOM
$179B
$61K 0.01%
474
+3
+0.6% +$438
TDG icon
160
TransDigm Group
TDG
$68.5B
$60.3K 0.01%
52
– –
IUSG icon
161
iShares Core S&P US Growth ETF
IUSG
$31.8B
$59.5K 0.01%
384
– –
ITOT icon
162
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$59.1K 0.01%
415
+1
+0.2% +$149
CGGR icon
163
Capital Group Growth ETF
CGGR
$24.3B
$58.7K 0.01%
1,460
– –
MAIN icon
164
Main Street Capital
MAIN
$5.15B
$56.7K 0.01%
1,070
+18
+2% +$1.07K
IMO icon
165
Imperial Oil
IMO
$58B
$55.9K 0.01%
428
+3
+0.7% +$337
PM icon
166
Philip Morris
PM
$293B
$55.5K 0.01%
336
+3
+0.9% +$521
SO icon
167
Southern Company
SO
$108B
$54K 0.01%
560
+4
+0.7% +$370
JPST icon
168
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$52.6K 0.01%
1,039
– –
XME icon
169
State Street SPDR S&P Metals & Mining ETF
XME
$3.91B
$52.4K 0.01%
485
– –
SPIP icon
170
State Street SPDR Portfolio TIPS ETF
SPIP
$997M
$51.9K 0.01%
1,994
+1
+0.1% +$26
XLU icon
171
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$51.6K 0.01%
1,124
+7
+0.6% +$314
UPS icon
172
United Parcel Service
UPS
$99.4B
$51.2K 0.01%
520
+57
+12% +$6.11K
PSA icon
173
Public Storage
PSA
$56.5B
$51.1K 0.01%
189
+2
+1% +$573
PFG icon
174
Principal Financial Group
PFG
$24.4B
$50.5K 0.01%
561
+4
+0.7% +$366
ITW icon
175
Illinois Tool Works
ITW
$81.1B
$49.2K 0.01%
189
+1
+0.5% +$272
5 6
7
8 9

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