WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
276
$3K ﹤0.01%
31
277
$3K ﹤0.01%
185
278
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279
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+1
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57
+1
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$2K ﹤0.01%
24
+1
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$2K ﹤0.01%
22
283
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26
284
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+14
285
$2K ﹤0.01%
76
-1,842
286
$2K ﹤0.01%
37
-36
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24
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903
+20
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65
291
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99
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-55
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$2K ﹤0.01%
100
296
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52
297
$2K ﹤0.01%
68
+1
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$2K ﹤0.01%
125
+1
299
$2K ﹤0.01%
106
+3
300
$2K ﹤0.01%
55
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