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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
+1.53%
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
$82.5M
AUM Growth
+$20.5M
Cap. Flow
+$20M
Cap. Flow %
24.21%
Top 10 Hldgs %
62.66%
Holding
315
New
60
Increased
107
Reduced
22
Closed
35

Top Buys

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.73M
2
AGNC icon
AGNC Investment
AGNC
+$1.65M
3
GLD icon
SPDR Gold Trust
GLD
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.34M
5
ABBV icon
AbbVie
ABBV
+$1.24M

Top Sells

1
T icon
AT&T
T
+$4.63M
2
CRM icon
Salesforce
CRM
+$1.88M
3
AAPL icon
Apple
AAPL
+$871K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$794K
5
KR icon
Kroger
KR
+$363K

Sector Composition

1 Communication Services 19.33%
2 Healthcare 10.57%
3 Technology 10.18%
4 Consumer Discretionary 7.73%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
176
HP
HPQ
$22.1B
$5K 0.01%
438
+4
+0.9% +$50
LNG icon
177
Cheniere Energy
LNG
$54.3B
$5K 0.01%
+135
New +$4.75K
PPA icon
178
Invesco Aerospace & Defense ETF
PPA
$7.96B
$5K 0.01%
124
– –
SSL icon
179
Sasol
SSL
$6.99B
$5K 0.01%
185
– –
TROW icon
180
T. Rowe Price
TROW
$25.5B
$5K 0.01%
72
– –
VTI icon
181
Vanguard Total Stock Market ETF
VTI
$664B
$5K 0.01%
+51
New +$5.41K
ZNH
182
DELISTED
China Southern Airlines Company Limited
ZNH
$5K 0.01%
172
– –
EMC
183
DELISTED
EMC CORPORATION
EMC
$5K 0.01%
185
– –
ACN icon
184
Accenture
ACN
$88.5B
$4K ﹤0.01%
37
– –
CHGG icon
185
Chegg
CHGG
$87.3M
$4K ﹤0.01%
750
– –
CNP icon
186
CenterPoint Energy
CNP
$28.4B
$4K ﹤0.01%
178
+2
+1% +$44
DHT icon
187
DHT Holdings
DHT
$2.87B
$4K ﹤0.01%
870
– –
IGSB icon
188
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$4K ﹤0.01%
80
– –
IP icon
189
International Paper
IP
$20.1B
$4K ﹤0.01%
108
+1
+0.9% +$40
PSEC icon
190
Prospect Capital
PSEC
$1.17B
$4K ﹤0.01%
468
– –
SYK icon
191
Stryker
SYK
$127B
$4K ﹤0.01%
+36
New +$4.03K
UNIT
192
Uniti Group
UNIT
$2.67B
$4K ﹤0.01%
129
– –
YUM icon
193
Yum! Brands
YUM
$41.9B
$4K ﹤0.01%
58
– –
MRO
194
DELISTED
Marathon Oil Corporation
MRO
$4K ﹤0.01%
268
+1
+0.4% +$13
AMTD
195
DELISTED
TD Ameritrade Holding Corp
AMTD
$4K ﹤0.01%
+102
New +$3.1K
MJN
196
DELISTED
Mead Johnson Nutrition Company
MJN
$4K ﹤0.01%
41
– –
SIL
197
DELISTED
APEX SILVER MINES LTD(ORD)
SIL
$4K ﹤0.01%
+99
New +$4K
ABT icon
198
Abbott
ABT
$172B
$3K ﹤0.01%
70
+1
+1% +$40
AVNS icon
199
Avanos Medical
AVNS
$1.17B
$3K ﹤0.01%
86
-31
-26% -$950
BX icon
200
Blackstone
BX
$158B
$3K ﹤0.01%
109
– –
6 7
8
9 10

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