WAG
Windsor Advisory Group Portfolio holdings
AUM
$70.5M
1-Year Return
19.43%
This Quarter Return
+7.32%
1 Year Return
+19.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$37.7M
AUM Growth
–
Cap. Flow
+$37.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.46%
Holding
70
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.08M |
| 2 |
Paychex
PAYX
|
$3.87M |
| 3 |
Enterprise Products Partners
EPD
|
$2.49M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.34M |
| 5 |
Walt Disney
DIS
|
$2.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.52% |
| 2 | Energy | 10.52% |
| 3 | Communication Services | 10.36% |
| 4 | Financials | 8.77% |
| 5 | Consumer Staples | 5.95% |
