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
$465M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$232K
3
+$221K
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$209K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$207K

Top Sells

1
+$3.09M
2
+$2.82M
3
+$1.48M
4
VTV icon
Vanguard Value ETF
VTV
+$925K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$922K

Sector Composition

1 Industrials 0.25%
2 Technology 0.19%
3 Real Estate 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.09%
2,500
52
$408K 0.09%
2,001
53
$388K 0.08%
1,634
54
$345K 0.07%
2,944
55
$322K 0.07%
2,000
56
$305K 0.07%
999
57
$300K 0.06%
1,902
+63
58
$295K 0.06%
5,431
+243
59
$282K 0.06%
5,196
60
$280K 0.06%
4,500
61
$280K 0.06%
+3,849
62
$251K 0.05%
4,300
63
$245K 0.05%
8,402
+274
64
$232K 0.05%
+2,699
65
$221K 0.05%
+2,500
66
$209K 0.04%
+7,738
67
$207K 0.04%
+4,000
68
– –
-4,500
1 2
3