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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
+2.8%
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
$183M
AUM Growth
+$11.3M
Cap. Flow
+$9.28M
Cap. Flow %
5.07%
Top 10 Hldgs %
38.92%
Holding
394
New
58
Increased
110
Reduced
56
Closed
93

Top Buys

1
AAPL icon
Apple
AAPL
+$14.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.78M
3
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$5.16M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.77M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.06M

Top Sells

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.8M
2
KO icon
Coca-Cola
KO
+$5.86M
3
MMM icon
3M
MMM
+$4.38M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.34M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.57M

Sector Composition

1 Technology 14.4%
2 Healthcare 13.26%
3 Communication Services 9.94%
4 Financials 5.9%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLV icon
176
iShares Silver Trust
SLV
$26.9B
$10K 0.01%
650
– –
CMI icon
177
Cummins
CMI
$89.4B
$9K ﹤0.01%
71
– –
PGX icon
178
Invesco Preferred ETF
PGX
$3.91B
$9K ﹤0.01%
617
+9
+1% +$132
CBI
179
DELISTED
Chicago Bridge & Iron Nv
CBI
$9K ﹤0.01%
+182
New +$9.46K
IRC
180
DELISTED
INLAND REAL ESTATE CORP
IRC
$9K ﹤0.01%
979
+13
+1% +$133
DCO icon
181
Ducommun
DCO
$2.54B
$8K ﹤0.01%
320
– –
DE icon
182
Deere & Co
DE
$162B
$8K ﹤0.01%
82
+1
+1% +$91
PRU icon
183
Prudential Financial
PRU
$41.1B
$8K ﹤0.01%
93
+1
+1% +$85
KATE
184
DELISTED
Kate Spade & Company
KATE
$8K ﹤0.01%
375
– –
DXGE
185
DELISTED
WisdomTree Germany Hedged Equity Fund
DXGE
$8K ﹤0.01%
280
+5
+2% +$152
SYY icon
186
Sysco
SYY
$39.3B
$7K ﹤0.01%
205
-65
-24% -$2.43K
VFC icon
187
VF Corp
VFC
$6.86B
$7K ﹤0.01%
107
– –
MRO
188
DELISTED
Marathon Oil Corporation
MRO
$7K ﹤0.01%
261
+2
+0.8% +$56
BAC.PRI.CL
189
DELISTED
Bk Of Amer Corp 6.625% Ser I
BAC.PRI.CL
$7K ﹤0.01%
288
+4
+1% +$104
AGNC icon
190
AGNC Investment
AGNC
$13.1B
$6K ﹤0.01%
324
+10
+3% +$206
AVK
191
Advent Convertible and Income Fund
AVK
$562M
$6K ﹤0.01%
409
+7
+2% +$117
AVNS icon
192
Avanos Medical
AVNS
$1.17B
$6K ﹤0.01%
145
-42
-22% -$1.89K
MSI icon
193
Motorola Solutions
MSI
$68.8B
$6K ﹤0.01%
109
+1
+0.9% +$60
RVNC
194
DELISTED
Revance Therapeutics, Inc.
RVNC
$6K ﹤0.01%
200
– –
GOV
195
DELISTED
Government Properties Income Trust
GOV
$6K ﹤0.01%
318
+7
+2% +$143
ABBV icon
196
AbbVie
ABBV
$449B
$5K ﹤0.01%
69
– –
CAT icon
197
Caterpillar
CAT
$404B
$5K ﹤0.01%
55
– –
DNP icon
198
DNP Select Income Fund
DNP
$4.18B
$5K ﹤0.01%
503
-446
-47% -$4.74K
EXC icon
199
Exelon
EXC
$47.9B
$5K ﹤0.01%
245
+2
+0.8% +$48
HEDJ icon
200
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$5K ﹤0.01%
154
+2
+1% +$65
6 7
8
9 10

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