WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Est. Return
15.82%
1 Year Est. Return
+15.82%
AUM
$192M
AUM Growth
+$121K
(+0.06%)
Holding
472
Top Buys
| 1 | +$4.33M | |
| 2 | +$2.54M | |
| 3 | +$731K | |
| 4 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$504K |
| 5 |
Stryker
SYK
|
+$427K |
Top Sells
| 1 | +$4.76M | |
| 2 | +$1.36M | |
| 3 | +$653K | |
| 4 |
Martin Marietta Materials
MLM
|
+$413K |
| 5 |
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% |