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
276
$3K ﹤0.01%
170
277
$3K ﹤0.01%
185
278
$3K ﹤0.01%
17
279
$3K ﹤0.01%
280
+1
280
$3K ﹤0.01%
57
+1
281
$2K ﹤0.01%
66
+1
282
$2K ﹤0.01%
40
283
$2K ﹤0.01%
24
+1
284
$2K ﹤0.01%
22
285
$2K ﹤0.01%
26
286
$2K ﹤0.01%
+14
287
$2K ﹤0.01%
76
-1,842
288
$2K ﹤0.01%
37
-36
289
$2K ﹤0.01%
24
290
$2K ﹤0.01%
903
+20
291
$2K ﹤0.01%
113
292
$2K ﹤0.01%
65
293
$2K ﹤0.01%
99
-71
294
$2K ﹤0.01%
39
295
$2K ﹤0.01%
45
296
$2K ﹤0.01%
76
-55
297
$2K ﹤0.01%
100
298
$2K ﹤0.01%
52
299
$2K ﹤0.01%
17
-76
300
$2K ﹤0.01%
68
+1
10 11
12
13 14