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
$260M
AUM Growth
-$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$5.75M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.08M

Top Sells

1
+$9.46M
2
+$8.71M
3
+$6.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.75M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.39M

Sector Composition

1 Industrials 0.66%
2 Technology 0.36%
3 Real Estate 0.31%
4 Consumer Discretionary 0.09%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,999
77
– –
-21,037
78
– –
-35,835
79
– –
-1,987
80
– –
-46,643
1 2 3
4