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
$1.44B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$70M
3
+$61M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$39.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$37.7M

Top Sells

1
+$42M
2
+$35.1M
3
+$26.9M
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$24.6M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$20M

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.1%
16,533
-1,353
27
$1.03M 0.07%
25,558
-498,248
28
$971K 0.07%
33,265
-921,448
29
$795K 0.06%
16,310
+96
30
$610K 0.04%
6,951
-750
31
$236K 0.02%
5,156
32
$214K 0.01%
+3,470
33
– –
-1,288
34
– –
-4,650
1
2