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
$494M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.01M
3
+$1.45M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.39M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$924K

Top Sells

1
+$1.37M
2
+$1.31M
3
+$1.25M
4
VTV icon
Vanguard Value ETF
VTV
+$920K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$762K

Sector Composition

1 Industrials 0.31%
2 Technology 0.22%
3 Real Estate 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,501
1 2 3
4