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
$272M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$783K
3
+$482K
4
VHT icon
Vanguard Health Care ETF
VHT
+$330K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Top Sells

1
+$519K
2
+$504K
3
+$281K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$261K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$218K

Sector Composition

1 Industrials 0.96%
2 Technology 0.64%
3 Real Estate 0.38%
4 Energy 0.08%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.13%
2,197
+22
77
$295K 0.11%
2,750
+7
78
$288K 0.11%
2,524
+14
79
$269K 0.1%
+884
80
$267K 0.1%
874
+8
81
$255K 0.09%
1,326
82
$246K 0.09%
4,390
-2,507
83
$215K 0.08%
8,440
+63
84
$209K 0.08%
+3,027
85
– –
-11,636
86
– –
-5,157
1 2 3
4