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
301
$2K ﹤0.01%
125
+1
302
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106
+3
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55
304
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63
-44
305
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100
306
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15
307
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27
308
$2K ﹤0.01%
442
309
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609
310
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50
311
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24
312
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55
+1
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46
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35
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25
+13
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$1K ﹤0.01%
5
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109
+3
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+28
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$1K ﹤0.01%
25
323
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6
324
$1K ﹤0.01%
93
+2
325
$1K ﹤0.01%
58
+1
11 12
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14 15