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
$251M
AUM Growth
-$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$3.02M
3
+$2.31M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.07M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.05M

Top Sells

1
+$9.47M
2
+$8.01M
3
+$4.73M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.08M

Sector Composition

1 Industrials 0.87%
2 Technology 0.54%
3 Real Estate 0.37%
4 Consumer Discretionary 0.09%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.13%
5,688
+492
77
$315K 0.13%
2,400
78
$299K 0.12%
2,000
79
$259K 0.1%
856
+38
80
$253K 0.1%
2,500
-7,143
81
$248K 0.1%
2,735
+236
82
$232K 0.09%
2,339
-21,440
83
$230K 0.09%
4,300
84
$222K 0.09%
3,000
85
$219K 0.09%
+1,326
86
$206K 0.08%
+8,377
87
– –
-19,920
1 2 3
4