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
201
$9K ﹤0.01%
82
-87
202
$9K ﹤0.01%
135
203
$9K ﹤0.01%
142
204
$9K ﹤0.01%
805
+3
205
$9K ﹤0.01%
72
206
$9K ﹤0.01%
340
+5
207
$8K ﹤0.01%
53
208
$8K ﹤0.01%
1,075
+3
209
$8K ﹤0.01%
94
210
$8K ﹤0.01%
236
+3
211
$8K ﹤0.01%
196
212
$8K ﹤0.01%
72
213
$8K ﹤0.01%
150
+1
214
$8K ﹤0.01%
279
-748
215
$8K ﹤0.01%
132
216
$8K ﹤0.01%
49
217
$7K ﹤0.01%
358
+3
218
$7K ﹤0.01%
60
219
$7K ﹤0.01%
101
220
$7K ﹤0.01%
162
+153
221
$6K ﹤0.01%
207
-214
222
$6K ﹤0.01%
202
+2
223
$6K ﹤0.01%
61
224
$6K ﹤0.01%
122
+1
225
$6K ﹤0.01%
137
-92
7 8
9
10 11