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
76
$101K 0.05%
4,047
-72
77
$98K 0.05%
583
-26
78
$97K 0.05%
324
79
$96K 0.05%
565
+3
80
$91K 0.05%
421
+2
81
$90K 0.05%
783
+4
82
$89K 0.05%
703
-9
83
$89K 0.05%
9,531
-516
84
$84K 0.04%
847
-99
85
$83K 0.04%
1,619
-267
86
$82K 0.04%
2,079
+6
87
$81K 0.04%
1,506
-163
88
$80K 0.04%
1,452
+577
89
$76K 0.04%
1,868
-158
90
$74K 0.04%
789
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91
$71K 0.04%
4,410
92
$67K 0.03%
485
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93
$67K 0.03%
352
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94
$67K 0.03%
1,026
+7
95
$66K 0.03%
2,610
+34
96
$63K 0.03%
1,243
+7
97
$62K 0.03%
681
-48
98
$59K 0.03%
2,061
+20
99
$57K 0.03%
1,043
+7
100
$57K 0.03%
1,079
-59
2 3
4
5 6