WCM
Windham Capital Management Portfolio holdings
AUM
$128M
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$127M
AUM Growth
-$145M
(-53%)
Holding
88
Top Buys
| 1 | +$702K | |
| 2 | +$408K | |
| 3 | +$286K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$24.1K |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$15K |
Top Sells
| 1 | +$19.9M | |
| 2 | +$18.9M | |
| 3 | +$11.2M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.32M |
Sector Composition
| 1 | Technology | 0.64% |
| 2 | Consumer Discretionary | 0% |
| 3 | Energy | 0% |
| 4 | Industrials | 0% |
| 5 | Real Estate | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| – | – |
-8,087
|
|
||
77
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-8,760
|
|
||
78
Vanguard Utilities ETF
VPU
$8.04B
| – | – |
-4,878
|
|
||
79
Vanguard Total World Stock ETF
VT
$54.2B
| – | – |
-35,572
|
|
||
80
Vanguard Extended Market ETF
VXF
$24.3B
| – | – |
-2,519
|
|
||
81
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-23,900
|
|
||
82
SPDR S&P Biotech ETF
XBI
$6.24B
| – | – |
-14,212
|
|
||
83
SPDR S&P Homebuilders ETF
XHB
$1.81B
| – | – |
-19,560
|
|
||
84
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-2,524
|
|
||
85
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
| – | – |
-13,187
|
|
||
86
Utilities Select Sector SPDR Fund
XLU
$22.5B
| – | – |
-27,272
|
|
||
87
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| – | – |
-2,007
|
|