WAS

Winch Advisory Services Portfolio holdings

AUM $438M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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
301
$2K ﹤0.01%
63
-44
302
$2K ﹤0.01%
100
303
$2K ﹤0.01%
66
+1
304
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40
305
$2K ﹤0.01%
17
-76
306
$2K ﹤0.01%
15
307
$2K ﹤0.01%
27
308
$2K ﹤0.01%
442
309
$2K ﹤0.01%
609
310
$1K ﹤0.01%
45
311
$1K ﹤0.01%
50
312
$1K ﹤0.01%
24
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$1K ﹤0.01%
25
+13
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$1K ﹤0.01%
5
315
$1K ﹤0.01%
30
316
$1K ﹤0.01%
140
317
$1K ﹤0.01%
55
+1
318
$1K ﹤0.01%
7
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$1K ﹤0.01%
109
+3
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$1K ﹤0.01%
+28
321
$1K ﹤0.01%
46
322
$1K ﹤0.01%
35
323
$1K ﹤0.01%
25
324
$1K ﹤0.01%
6
325
$1K ﹤0.01%
93
+2
11 12
13
14 15