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
$1.36B
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$123M
3
+$49.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$49.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$33.3M

Top Sells

1
+$154M
2
+$80.2M
3
+$58.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$56.4M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$55M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$243K 0.02%
5,412
+256
27
– –
-1,148,351
28
– –
-25,558
29
– –
-36,470
30
– –
-33,265
31
– –
-514,106
32
– –
-6,951
33
– –
-3,470
1
2