WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$585K
3
+$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$458K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$328K

Top Sells

1
+$4.75M
2
+$1.25M
3
+$574K
4
T icon
AT&T
T
+$416K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$362K

Sector Composition

1 Communication Services 12.36%
2 Technology 7.98%
3 Financials 6.95%
4 Consumer Discretionary 5.95%
5 Energy 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+300
252
$2K ﹤0.01%
37
+1
253
$2K ﹤0.01%
7
254
$2K ﹤0.01%
850
255
$2K ﹤0.01%
101
+1
256
$2K ﹤0.01%
65
257
$2K ﹤0.01%
13
-23
258
$2K ﹤0.01%
65
+1
259
$2K ﹤0.01%
106
-237
260
$2K ﹤0.01%
50
261
$2K ﹤0.01%
100
262
$2K ﹤0.01%
134
263
$2K ﹤0.01%
23
+1
264
$2K ﹤0.01%
75
-151
265
$2K ﹤0.01%
220
266
$2K ﹤0.01%
14
267
$2K ﹤0.01%
51
268
$2K ﹤0.01%
17
269
$2K ﹤0.01%
7
-29
270
$2K ﹤0.01%
42
271
$2K ﹤0.01%
+200
272
$2K ﹤0.01%
609
273
$1K ﹤0.01%
11
274
$1K ﹤0.01%
+50
275
$1K ﹤0.01%
19
9 10
11
12 13