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
$251M
AUM Growth
-$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$3.02M
3
+$2.31M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.07M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.05M

Top Sells

1
+$9.47M
2
+$8.01M
3
+$4.73M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.08M

Sector Composition

1 Industrials 0.87%
2 Technology 0.54%
3 Real Estate 0.37%
4 Consumer Discretionary 0.09%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1%
13,216
+94
27
$2.48M 0.99%
23,494
+994
28
$2.37M 0.94%
42,704
+1,704
29
$2.32M 0.92%
163,096
+2,612
30
$2.31M 0.92%
+31,799
31
$2.28M 0.91%
25,177
+378
32
$2.18M 0.87%
12,790
+640
33
$2.11M 0.84%
24,317
+616
34
$2.07M 0.83%
+51,126
35
$2.05M 0.81%
+40,414
36
$2.03M 0.81%
24,400
-7,708
37
$1.97M 0.78%
15,268
+568
38
$1.88M 0.75%
17,661
-399
39
$1.81M 0.72%
26,800
40
$1.74M 0.69%
11,284
+284
41
$1.51M 0.6%
+16,644
42
$1.32M 0.52%
19,475
+474
43
$1.32M 0.52%
8,709
+3,529
44
$1.23M 0.49%
9,480
+3,142
45
$1.15M 0.46%
6,470
+670
46
$1.14M 0.45%
+15,849
47
$1.13M 0.45%
3,925
48
$1.08M 0.43%
14,210
+710
49
$1.07M 0.43%
7,982
+482
50
$1.05M 0.42%
5,431
+509
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