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
101
$56K 0.03%
726
+3
102
$54K 0.03%
138
103
$53K 0.03%
496
+2
104
$52K 0.03%
265
+1
105
$48K 0.03%
309
-3
106
$48K 0.03%
1,409
-370
107
$48K 0.03%
766
108
$48K 0.03%
979
+3
109
$45K 0.02%
2,000
110
$45K 0.02%
168
+1
111
$44K 0.02%
823
+9
112
$44K 0.02%
2,004
+10
113
$43K 0.02%
570
-2
114
$42K 0.02%
806
+4
115
$41K 0.02%
453
-3,322
116
$40K 0.02%
4,412
+151
117
$39K 0.02%
512
-96
118
$39K 0.02%
378
+3
119
$39K 0.02%
1,409
-536
120
$37K 0.02%
506
-62
121
$37K 0.02%
461
+1
122
$36K 0.02%
+215
123
$35K 0.02%
677
+5
124
$35K 0.02%
1,007
-8
125
$34K 0.02%
372
+3
3 4
5
6 7