WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
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
+$4.33M
2
+$2.54M
3
+$731K
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$504K
5
SYK icon
Stryker
SYK
+$427K

Top Sells

1
+$4.76M
2
+$1.36M
3
+$653K
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
251
$4K ﹤0.01%
332
252
$4K ﹤0.01%
83
+1
253
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33
+1
254
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73
+2
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$4K ﹤0.01%
35
256
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68
-19
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143
+3
258
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180
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222
260
$3K ﹤0.01%
6
-7
261
$3K ﹤0.01%
+70
262
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150
263
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214
264
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15
265
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58
-20
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$3K ﹤0.01%
382
-82
267
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451
+12
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$3K ﹤0.01%
44
269
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104
270
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271
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185
272
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17
273
$3K ﹤0.01%
280
+1
274
$3K ﹤0.01%
57
+1
275
$3K ﹤0.01%
67
9 10
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