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
$272M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$783K
3
+$482K
4
VHT icon
Vanguard Health Care ETF
VHT
+$330K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Top Sells

1
+$519K
2
+$504K
3
+$281K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$261K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$218K

Sector Composition

1 Industrials 0.96%
2 Technology 0.64%
3 Real Estate 0.38%
4 Energy 0.08%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.98%
62,688
-26
27
$2.67M 0.98%
23,900
+234
28
$2.61M 0.96%
62,231
-6,709
29
$2.6M 0.96%
12,816
+14
30
$2.56M 0.94%
43,622
+918
31
$2.5M 0.92%
31,799
32
$2.31M 0.85%
111,959
+4,813
33
$2.2M 0.81%
24,894
+436
34
$2.14M 0.79%
41,855
+1,491
35
$2.09M 0.77%
156,859
-6,237
36
$2.08M 0.77%
15,301
+33
37
$1.94M 0.72%
11,401
+117
38
$1.91M 0.7%
25,041
+724
39
$1.87M 0.69%
19,560
+39
40
$1.73M 0.64%
27,272
+255
41
$1.72M 0.63%
16,392
42
$1.65M 0.61%
16,705
+4,878
43
$1.65M 0.61%
8,577
44
$1.48M 0.54%
3,930
+5
45
$1.28M 0.47%
6,755
-1,126
46
$1.27M 0.47%
9,337
47
$1.27M 0.47%
14,212
+2
48
$1.24M 0.46%
30,088
-49
49
$1.21M 0.45%
16,007
-65
50
$1.17M 0.43%
8,087
+62
1
2
3 4