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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
+7.42%
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
$186M
AUM Growth
+$14.9M
Cap. Flow
+$9.09M
Cap. Flow %
4.9%
Top 10 Hldgs %
38.02%
Holding
388
New
59
Increased
130
Reduced
49
Closed
24

Top Buys

1
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$5.15M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$5.08M
3
CVE icon
Cenovus Energy
CVE
+$3.99M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$2.94M
5
CRM icon
Salesforce
CRM
+$2.47M

Top Sells

1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.51M
2
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.16M
3
JPM icon
JPMorgan Chase
JPM
+$3.45M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.57M
5
BAC icon
Bank of America
BAC
+$1.9M

Sector Composition

1 Technology 12.1%
2 Energy 10.76%
3 Communication Services 9.24%
4 Consumer Discretionary 8.61%
5 Materials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYBR
176
DELISTED
CyberArk
CYBR
$12K 0.01%
194
– –
DE icon
177
Deere & Co
DE
$162B
$12K 0.01%
88
+1
+1% +$147
GS icon
178
Goldman Sachs
GS
$323B
$12K 0.01%
55
-3,018
-98% -$720K
PLXS icon
179
Plexus
PLXS
$6.66B
$12K 0.01%
200
– –
TSCO icon
180
Tractor Supply
TSCO
$16.3B
$12K 0.01%
760
– –
HOG icon
181
Harley-Davidson
HOG
$2.82B
$11K 0.01%
254
+1
+0.4% +$42
SBUX icon
182
Starbucks
SBUX
$124B
$11K 0.01%
233
– –
UA icon
183
Under Armour Class C
UA
$3.02B
$11K 0.01%
540
– –
VCIT icon
184
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$11K 0.01%
130
-77
-37% -$6.44K
XLI icon
185
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$11K 0.01%
151
-69,523
-100% -$5.16M
APC
186
DELISTED
Anadarko Petroleum
APC
$11K 0.01%
145
– –
HD icon
187
Home Depot
HD
$347B
$10K 0.01%
53
– –
HMC icon
188
Honda
HMC
$37.3B
$10K 0.01%
356
+3
+0.8% +$99
LRCX icon
189
Lam Research
LRCX
$401B
$10K 0.01%
590
– –
MET icon
190
MetLife
MET
$60.3B
$10K 0.01%
223
+2
+0.9% +$93
PRU icon
191
Prudential Financial
PRU
$41.1B
$10K 0.01%
102
-18
-15% -$1.82K
RPD icon
192
Rapid7
RPD
$813M
$10K 0.01%
352
– –
STLD icon
193
Steel Dynamics
STLD
$33.9B
$10K 0.01%
+210
New +$9.94K
CMI icon
194
Cummins
CMI
$89.4B
$9K ﹤0.01%
69
-5,384
-99% -$806K
GILD icon
195
Gilead Sciences
GILD
$169B
$9K ﹤0.01%
124
+43
+53% +$3.04K
LNG icon
196
Cheniere Energy
LNG
$54.3B
$9K ﹤0.01%
135
– –
MTW icon
197
Manitowoc
MTW
$480M
$9K ﹤0.01%
332
– –
MU icon
198
Micron Technology
MU
$964B
$9K ﹤0.01%
+172
New +$9.3K
SO icon
199
Southern Company
SO
$108B
$9K ﹤0.01%
202
-159
-44% -$7.12K
PXD
200
DELISTED
Pioneer Natural Resource Co.
PXD
$9K ﹤0.01%
49
– –
6 7
8
9 10

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