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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
QQQJ icon
176
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$25K 0.01%
964
+2
+0.2% +$50
IVT icon
177
InvenTrust Properties
IVT
$2.86B
$24K 0.01%
1,049
+10
+1% +$226
LUV icon
178
Southwest Airlines
LUV
$24.2B
$24K 0.01%
676
– –
PSA icon
179
Public Storage
PSA
$57B
$24K 0.01%
82
+1
+1% +$291
SKYY icon
180
First Trust Cloud Computing ETF
SKYY
$2.84B
$24K 0.01%
314
– –
TMO icon
181
Thermo Fisher Scientific
TMO
$202B
$24K 0.01%
45
– –
XME icon
182
State Street SPDR S&P Metals & Mining ETF
XME
$3.92B
$24K 0.01%
473
+2
+0.4% +$98
SNDR icon
183
Schneider National
SNDR
$6.74B
$23K 0.01%
817
+2
+0.2% +$53
BMY icon
184
Bristol-Myers Squibb
BMY
$124B
$22K 0.01%
348
-74
-18% -$4.96K
BX icon
185
Blackstone
BX
$158B
$22K 0.01%
239
+2
+0.8% +$173
GD icon
186
General Dynamics
GD
$99.7B
$22K 0.01%
102
+1
+1% +$216
ZBH icon
187
Zimmer Biomet
ZBH
$18.1B
$22K 0.01%
150
– –
GAL icon
188
State Street Global Allocation ETF
GAL
$304M
$21K 0.01%
527
+6
+1% +$237
XLY icon
189
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$21K 0.01%
252
+2
+0.8% +$153
CGCP icon
190
Capital Group Core Plus Income ETF
CGCP
$8.36B
$20K 0.01%
897
– –
KHC icon
191
Kraft Heinz
KHC
$31.1B
$20K 0.01%
553
+6
+1% +$231
PLXS icon
192
Plexus
PLXS
$6.66B
$20K 0.01%
200
– –
TJX icon
193
TJX Companies
TJX
$171B
$20K 0.01%
238
-50
-17% -$3.94K
WELL icon
194
Welltower
WELL
$170B
$20K 0.01%
248
+2
+0.8% +$154
ARKK icon
195
ARK Innovation ETF
ARKK
$6.27B
$19K 0.01%
420
– –
BUG icon
196
Global X Cybersecurity ETF
BUG
$1.27B
$19K 0.01%
782
– –
CMI icon
197
Cummins
CMI
$89.4B
$19K 0.01%
79
+1
+1% +$226
USB icon
198
US Bancorp
USB
$99.7B
$19K 0.01%
571
+414
+264% +$13.4K
VDE icon
199
Vanguard Energy ETF
VDE
$9.64B
$19K 0.01%
166
– –
ACWI icon
200
iShares MSCI ACWI ETF
ACWI
$33.1B
$18K 0.01%
187
-25
-12% -$2.32K
6 7
8
9 10

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