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
176
$11K 0.01%
219
+1
177
$11K 0.01%
760
178
$10K 0.01%
255
+1
179
$10K 0.01%
53
180
$10K 0.01%
146
181
$10K 0.01%
+361
182
$10K 0.01%
5
183
$9K 0.01%
146
+2
184
$9K 0.01%
338
+6
185
$8K ﹤0.01%
83
+29
186
$8K ﹤0.01%
500
187
$8K ﹤0.01%
194
+24
188
$8K ﹤0.01%
154
+1
189
$8K ﹤0.01%
33
190
$8K ﹤0.01%
+49
191
$8K ﹤0.01%
90
192
$8K ﹤0.01%
48
+1
193
$8K ﹤0.01%
145
194
$8K ﹤0.01%
442
195
$7K ﹤0.01%
613
+11
196
$7K ﹤0.01%
135
197
$7K ﹤0.01%
91
198
$7K ﹤0.01%
352
+55
199
$7K ﹤0.01%
145
200
$7K ﹤0.01%
216
6 7
8
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