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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
KMI icon
201
Kinder Morgan
KMI
$72.4B
$18K 0.01%
1,017
+17
+2% +$289
OLN icon
202
Olin
OLN
$2.51B
$18K 0.01%
343
+1
+0.3% +$53
XLI icon
203
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$18K 0.01%
164
+1
+0.6% +$101
AXP icon
204
American Express
AXP
$247B
$17K 0.01%
99
– –
BCML icon
205
BayCom
BCML
$380M
$17K 0.01%
1,002
– –
HPF
206
John Hancock Preferred Income Fund II
HPF
$345M
$17K 0.01%
1,103
+27
+3% +$405
LOW icon
207
Lowe's Companies
LOW
$121B
$17K 0.01%
76
+1
+1% +$208
PRU icon
208
Prudential Financial
PRU
$41.1B
$17K 0.01%
189
+2
+1% +$167
VWO icon
209
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$17K 0.01%
422
+2
+0.5% +$81
CL icon
210
Colgate-Palmolive
CL
$75.3B
$16K 0.01%
212
– –
MRNA icon
211
Moderna
MRNA
$25.1B
$16K 0.01%
132
– –
VTRS icon
212
Viatris
VTRS
$20.2B
$16K 0.01%
1,573
+18
+1% +$172
NUE icon
213
Nucor
NUE
$53.7B
$15K 0.01%
91
– –
SPG icon
214
Simon Property Group
SPG
$74.1B
$15K 0.01%
133
– –
SPYG icon
215
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$15K 0.01%
252
– –
VT icon
216
Vanguard Total World Stock ETF
VT
$77.2B
$15K 0.01%
152
+1
+0.7% +$94
XLB icon
217
State Street Materials Select Sector SPDR ETF
XLB
$8.4B
$15K 0.01%
366
+2
+0.5% +$80
APD icon
218
Air Products & Chemicals
APD
$66.2B
$14K 0.01%
46
– –
HOG icon
219
Harley-Davidson
HOG
$2.82B
$14K 0.01%
405
+2
+0.5% +$70
SO icon
220
Southern Company
SO
$108B
$14K 0.01%
206
+2
+1% +$143
YUM icon
221
Yum! Brands
YUM
$41.9B
$14K 0.01%
100
– –
WIRE
222
DELISTED
Encore Wire Corp
WIRE
$14K 0.01%
76
– –
BIDU icon
223
Baidu
BIDU
$38.4B
$13K ﹤0.01%
97
– –
CMG icon
224
Chipotle Mexican Grill
CMG
$43.9B
$13K ﹤0.01%
300
-200
-40% -$7.91K
DVN icon
225
Devon Energy
DVN
$49.6B
$13K ﹤0.01%
264
+66
+33% +$3.32K
7 8
9
10 11

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