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
$192M
AUM Growth
+$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$2.54M
3
+$775K
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$501K
5
SYK icon
Stryker
SYK
+$423K

Top Sells

1
+$4.75M
2
+$1.43M
3
+$700K
4
MLM icon
Martin Marietta Materials
MLM
+$413K
5
CE icon
Celanese
CE
+$383K

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 9.9%
3 Energy 8.5%
4 Communication Services 7.12%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
100
227
$6K ﹤0.01%
199
+4
228
$6K ﹤0.01%
169
229
$6K ﹤0.01%
91
+1
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$6K ﹤0.01%
131
+3
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$6K ﹤0.01%
198
-88
232
$6K ﹤0.01%
94
+1
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$5K ﹤0.01%
818
+23
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$5K ﹤0.01%
50
235
$5K ﹤0.01%
40
236
$5K ﹤0.01%
18
237
$5K ﹤0.01%
182
-4,402
238
$5K ﹤0.01%
52
239
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35
240
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78
-49
241
$5K ﹤0.01%
204
+1
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$5K ﹤0.01%
+114
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$5K ﹤0.01%
700
244
$5K ﹤0.01%
36
-29
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$5K ﹤0.01%
58
246
$4K ﹤0.01%
75
+1
247
$4K ﹤0.01%
332
248
$4K ﹤0.01%
83
+1
249
$4K ﹤0.01%
33
+1
250
$4K ﹤0.01%
73
+2
8 9
10
11 12