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
$487M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$3.64M
3
+$3.04M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.33M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$709K

Top Sells

1
+$35.8M
2
+$14.1M
3
+$6.33M
4
VTV icon
Vanguard Value ETF
VTV
+$4.36M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.62M

Sector Composition

1 Industrials 0.45%
2 Real Estate 0.3%
3 Technology 0.17%
4 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.05%
1,823
77
$222K 0.05%
3,000
78
$210K 0.04%
2,699
79
$203K 0.04%
+1,100
80
– –
-4,000
81
– –
-6,087
82
– –
-1,199
1 2 3
4