WCM
Windham Capital Management Portfolio holdings
AUM
$128M
This Quarter Return
+9.2%
1 Year Return
+12.44%
3 Year Return
+8.3%
5 Year Return
+36.22%
10 Year Return
+54.19%
AUM
$597M
AUM Growth
+$597M
(+35%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
21.6%
Top 10 Holdings %
Top 10 Hldgs %
75.33%
Holding
67
New
39
Increased
18
Reduced
8
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$57.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$37.8M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.7M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$29.4M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$19.4M |
Top Sells
Sector Composition
| 1 | Industrials | 0.1% |
| 2 | Real Estate | 0.08% |
| 3 | Technology | 0.08% |
| 4 | Energy | 0.03% |
