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
51
$1.02M 0.4%
22,048
52
$1.02M 0.4%
+19,025
53
$1.01M 0.4%
+32,459
54
$992K 0.39%
39,945
55
$984K 0.39%
6,673
+2,173
56
$971K 0.39%
13,000
57
$964K 0.38%
23,250
58
$963K 0.38%
14,360
-2,068
59
$943K 0.38%
+15,849
60
$893K 0.36%
8,960
-13,205
61
$807K 0.32%
13,750
62
$693K 0.28%
8,594
-2,185
63
$569K 0.23%
23,352
+852
64
$547K 0.22%
20,044
-966
65
$496K 0.2%
+1,963
66
$448K 0.18%
2,191
+190
67
$426K 0.17%
3,950
68
$416K 0.17%
10,292
69
$413K 0.16%
13,564
-6,517
70
$409K 0.16%
19,657
-4,142
71
$401K 0.16%
6,000
72
$364K 0.14%
1,093
+94
73
$353K 0.14%
1,688
+54
74
$351K 0.14%
2,500
75
$332K 0.13%
4,500
1 2
3
4