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
151
$17K 0.01%
+939
152
$17K 0.01%
71
+1
153
$17K 0.01%
80
-20
154
$17K 0.01%
374
+2
155
$17K 0.01%
1,870
156
$16K 0.01%
190
+2
157
$16K 0.01%
837
-13
158
$16K 0.01%
1,025
159
$16K 0.01%
232
+1
160
$16K 0.01%
798
+6
161
$16K 0.01%
716
+3
162
$16K 0.01%
181
+1
163
$16K 0.01%
814
-78
164
$15K 0.01%
90
+1
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$15K 0.01%
92
+1
166
$15K 0.01%
81
-18
167
$15K 0.01%
61
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168
$15K 0.01%
365
-118
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$14K 0.01%
760
170
$13K 0.01%
136
-37
171
$13K 0.01%
2,155
172
$13K 0.01%
200
173
$12K 0.01%
51
-12
174
$12K 0.01%
71
175
$12K 0.01%
128
+1
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7
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