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
$265M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.65M
3
+$1.46M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.33M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.04M

Top Sells

1
+$110M
2
+$25.6M
3
+$9.97M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.24M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$1.58M

Sector Composition

1 Industrials 0.57%
2 Technology 0.35%
3 Real Estate 0.34%
4 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.08%
+1,987
77
– –
-47,037
78
– –
-106,897
79
– –
-2,197
80
– –
-2,499
81
– –
-8,402
82
– –
-4,300
83
– –
-3,504
84
– –
-2,811
85
– –
-1,100
1 2 3
4