WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
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
+$1.3M
2
+$581K
3
+$574K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$439K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$322K

Top Sells

1
+$2.38M
2
+$1.25M
3
+$533K
4
T icon
AT&T
T
+$386K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$364K

Sector Composition

1 Communication Services 12.36%
2 Technology 7.98%
3 Financials 6.92%
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%
278
+3
152
$17K 0.01%
81
153
$16K 0.01%
205
154
$16K 0.01%
75
155
$15K 0.01%
585
+3
156
$15K 0.01%
184
157
$15K 0.01%
185
-21
158
$15K 0.01%
+852
159
$15K 0.01%
3,740
160
$14K 0.01%
87
161
$14K 0.01%
165
162
$14K 0.01%
119
163
$14K 0.01%
66
164
$13K 0.01%
184
+1
165
$13K 0.01%
478
+292
166
$13K 0.01%
249
167
$13K 0.01%
219
+1
168
$12K 0.01%
351
+2
169
$12K 0.01%
129
170
$12K 0.01%
200
171
$11K 0.01%
225
+2
172
$11K 0.01%
386
173
$11K 0.01%
298
+4
174
$11K 0.01%
+590
175
$11K 0.01%
219
+1
5 6
7
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