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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
+4.73%
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
$145M
AUM Growth
+$22.6M
Cap. Flow
+$16.9M
Cap. Flow %
11.63%
Top 10 Hldgs %
44.9%
Holding
330
New
42
Increased
91
Reduced
59
Closed
44

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.5M
3
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.25M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.03M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.02M

Top Sells

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.32M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.06M
3
DIS icon
Walt Disney
DIS
+$3.66M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.97M
5
LMT icon
Lockheed Martin
LMT
+$2.83M

Sector Composition

1 Communication Services 11.24%
2 Energy 7.81%
3 Financials 6.79%
4 Technology 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDOG icon
176
ALPS Sector Dividend Dogs ETF
SDOG
$1.39B
$6K ﹤0.01%
145
– –
JASN
177
DELISTED
Jason Industries, Inc.
JASN
$6K ﹤0.01%
3,080
– –
GOV
178
DELISTED
Government Properties Income Trust
GOV
$6K ﹤0.01%
335
– –
AXON
179
Axon Enterprise
AXON
$43.7B
$5K ﹤0.01%
+200
New +$4.93K
CHKP icon
180
Check Point Software Technologies
CHKP
$14.2B
$5K ﹤0.01%
60
– –
HBI
181
DELISTED
Hanesbrands
HBI
$5K ﹤0.01%
+245
New +$5.85K
SSL icon
182
Sasol
SSL
$6.99B
$5K ﹤0.01%
185
– –
TD icon
183
Toronto Dominion Bank
TD
$205B
$5K ﹤0.01%
102
– –
TROW icon
184
T. Rowe Price
TROW
$25.5B
$5K ﹤0.01%
72
– –
UAA icon
185
Under Armour
UAA
$3.09B
$5K ﹤0.01%
160
+158
+7,900% +$5.19K
ZTS icon
186
Zoetis
ZTS
$32.2B
$5K ﹤0.01%
92
– –
MRO
187
DELISTED
Marathon Oil Corporation
MRO
$5K ﹤0.01%
270
+1
+0.4% +$16
CBI
188
DELISTED
Chicago Bridge & Iron Nv
CBI
$5K ﹤0.01%
+162
New +$5.07K
CHGG icon
189
Chegg
CHGG
$87.3M
$4K ﹤0.01%
500
– –
CNP icon
190
CenterPoint Energy
CNP
$28.4B
$4K ﹤0.01%
182
+2
+1% +$47
DCO icon
191
Ducommun
DCO
$2.54B
$4K ﹤0.01%
160
– –
MTW icon
192
Manitowoc
MTW
$480M
$4K ﹤0.01%
152
– –
PSEC icon
193
Prospect Capital
PSEC
$1.17B
$4K ﹤0.01%
483
+15
+3% +$120
RVNC
194
DELISTED
Revance Therapeutics, Inc.
RVNC
$4K ﹤0.01%
200
– –
BWLD
195
DELISTED
Buffalo Wild Wings, Inc.
BWLD
$4K ﹤0.01%
25
– –
GOLD
196
DELISTED
Randgold Resources Ltd
GOLD
$4K ﹤0.01%
53
– –
ABT icon
197
Abbott
ABT
$172B
$3K ﹤0.01%
71
+1
+1% +$40
AMP icon
198
Ameriprise Financial
AMP
$47.9B
$3K ﹤0.01%
23
+1
+5% +$106
BX icon
199
Blackstone
BX
$158B
$3K ﹤0.01%
111
+2
+2% +$52
FDN icon
200
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$3K ﹤0.01%
+35
New +$2.82K
6 7
8
9 10

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