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
176
$12K 0.01%
520
177
$12K 0.01%
395
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$12K 0.01%
110
+1
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$12K 0.01%
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+1
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$11K 0.01%
21
182
$11K 0.01%
659
+19
183
$11K 0.01%
1,000
184
$11K 0.01%
91
185
$11K 0.01%
283
+252
186
$11K 0.01%
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187
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403
+1
188
$11K 0.01%
95
189
$10K 0.01%
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+1
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$10K 0.01%
372
+4
191
$10K 0.01%
75
192
$10K 0.01%
106
193
$10K 0.01%
540
194
$10K 0.01%
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+1
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$10K 0.01%
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-90
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$10K 0.01%
81
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$9K ﹤0.01%
106
+1
198
$9K ﹤0.01%
697
+12
199
$9K ﹤0.01%
120
200
$9K ﹤0.01%
312
+4
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8
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