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
251
$4K ﹤0.01%
35
252
$4K ﹤0.01%
68
-19
253
$4K ﹤0.01%
143
+3
254
$4K ﹤0.01%
180
255
$4K ﹤0.01%
222
256
$4K ﹤0.01%
50
257
$4K ﹤0.01%
77
-1,858
258
$4K ﹤0.01%
102
+2
259
$4K ﹤0.01%
100
260
$3K ﹤0.01%
67
261
$3K ﹤0.01%
100
262
$3K ﹤0.01%
+84
263
$3K ﹤0.01%
174
+2
264
$3K ﹤0.01%
31
265
$3K ﹤0.01%
6
-7
266
$3K ﹤0.01%
+70
267
$3K ﹤0.01%
150
268
$3K ﹤0.01%
214
269
$3K ﹤0.01%
15
270
$3K ﹤0.01%
58
-20
271
$3K ﹤0.01%
65
-61
272
$3K ﹤0.01%
382
-82
273
$3K ﹤0.01%
451
+12
274
$3K ﹤0.01%
44
275
$3K ﹤0.01%
104
9 10
11
12 13