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
126
$33K 0.02%
369
+3
127
$31K 0.02%
270
128
$30K 0.02%
335
+2
129
$28K 0.01%
1,128
130
$27K 0.01%
93
-5
131
$26K 0.01%
350
132
$26K 0.01%
336
-180
133
$26K 0.01%
589
+17
134
$24K 0.01%
261
+4
135
$23K 0.01%
309
136
$23K 0.01%
133
137
$22K 0.01%
96
138
$22K 0.01%
196
+2
139
$22K 0.01%
162
140
$20K 0.01%
+137
141
$20K 0.01%
352
+1
142
$19K 0.01%
205
143
$19K 0.01%
533
+14
144
$18K 0.01%
245
-64,802
145
$18K 0.01%
295
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146
$18K 0.01%
320
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147
$18K 0.01%
228
-3
148
$18K 0.01%
699
+2
149
$17K 0.01%
343
+2
150
$17K 0.01%
454
+7
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6
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