WAG

Windsor Advisory Group Portfolio holdings

AUM $70.5M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.8M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$784K
3 +$362K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$303K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Technology 25.73%
2 Communication Services 10.21%
3 Financials 10.19%
4 Energy 9.48%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,165
77
-1,760
78
-715