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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
FDX icon
151
FedEx
FDX
$75.9B
$35K 0.01%
142
+1
+0.7% +$229
JCI icon
152
Johnson Controls International
JCI
$86.2B
$35K 0.01%
511
+3
+0.6% +$184
MAIN icon
153
Main Street Capital
MAIN
$5.16B
$35K 0.01%
881
+17
+2% +$674
FAX
154
abrdn Asia-Pacific Income Fund
FAX
$596M
$34K 0.01%
2,088
-144
-6% -$2.34K
NIC icon
155
Nicolet Bankshares
NIC
$3.65B
$34K 0.01%
499
+2
+0.4% +$127
VUG icon
156
Vanguard Growth ETF
VUG
$224B
$34K 0.01%
726
– –
INTC icon
157
Intel
INTC
$487B
$33K 0.01%
982
+3
+0.3% +$94
BMO icon
158
Bank of Montreal
BMO
$128B
$32K 0.01%
350
– –
MPC icon
159
Marathon Petroleum
MPC
$89.3B
$32K 0.01%
278
– –
PAVE icon
160
Global X US Infrastructure Development ETF
PAVE
$14B
$32K 0.01%
1,032
– –
VIG icon
161
Vanguard Dividend Appreciation ETF
VIG
$111B
$32K 0.01%
197
+128
+186% +$20K
VXUS icon
162
Vanguard Total International Stock ETF
VXUS
$154B
$32K 0.01%
570
+7
+1% +$391
BLK icon
163
Blackrock
BLK
$168B
$31K 0.01%
44
– –
ESGV icon
164
Vanguard ESG US Stock ETF
ESGV
$13.3B
$30K 0.01%
387
– –
VB icon
165
Vanguard Small-Cap ETF
VB
$80.2B
$30K 0.01%
150
+1
+0.7% +$189
LTHM
166
DELISTED
Livent Corporation
LTHM
$30K 0.01%
1,105
– –
CLF icon
167
Cleveland-Cliffs
CLF
$5.44B
$29K 0.01%
1,760
– –
HPQ icon
168
HP
HPQ
$22.1B
$29K 0.01%
947
+9
+1% +$270
PM icon
169
Philip Morris
PM
$296B
$29K 0.01%
296
+1
+0.3% +$96
UPS icon
170
United Parcel Service
UPS
$99.6B
$29K 0.01%
164
-19
-10% -$3.37K
VOT icon
171
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$29K 0.01%
139
– –
EEM icon
172
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$28K 0.01%
700
-286
-29% -$11.2K
GSK icon
173
GSK
GSK
$106B
$28K 0.01%
783
+6
+0.8% +$215
SPMD icon
174
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$28K 0.01%
617
+2
+0.3% +$87
MSI icon
175
Motorola Solutions
MSI
$68.8B
$27K 0.01%
92
– –
5 6
7
8 9

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