WCM

Windham Capital Management Portfolio holdings

AUM $128M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$33K
2 +$15.5K
3 +$10.3K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.18K
5
VTV icon
Vanguard Value ETF
VTV
+$768

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$485K 0.04%
9,567
-1,200
27
$461K 0.04%
9,491
+3
28
$206K 0.02%
5,411
+270
29
-9,385