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
151
$18K 0.01%
80
152
$18K 0.01%
278
+3
153
$17K 0.01%
81
154
$16K 0.01%
205
155
$16K 0.01%
75
156
$15K 0.01%
585
+3
157
$15K 0.01%
184
158
$15K 0.01%
185
-21
159
$15K 0.01%
+852
160
$15K 0.01%
3,740
161
$14K 0.01%
87
162
$14K 0.01%
165
163
$14K 0.01%
119
164
$14K 0.01%
66
165
$13K 0.01%
249
166
$13K 0.01%
219
+1
167
$13K 0.01%
184
+1
168
$13K 0.01%
239
+146
169
$12K 0.01%
351
+2
170
$12K 0.01%
129
171
$12K 0.01%
200
172
$11K 0.01%
225
+2
173
$11K 0.01%
386
174
$11K 0.01%
298
+4
175
$11K 0.01%
+590
5 6
7
8 9