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
$426M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$1.7M
3
+$1.59M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$264K
5
VPU icon
Vanguard Utilities ETF
VPU
+$249K

Top Sells

1
+$4.4M
2
+$2.47M
3
+$710K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$387K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$271K

Sector Composition

1 Industrials 0.37%
2 Real Estate 0.27%
3 Technology 0.15%
4 Energy 0.05%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.05%
2,499
77
$208K 0.05%
1,823
78
$206K 0.05%
7,999
79
$206K 0.05%
+1,100
80
– –
-12,100
81
– –
-3,000
82
– –
-2,054
1 2 3
4