WCM

Windsor Capital Management Portfolio holdings

AUM $355M
1-Year Est. Return 13.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$101K
3
+$98.3K
4
CVX icon
Chevron
CVX
+$80.7K
5
T icon
AT&T
T
+$72.4K

Top Sells

1
+$888K
2
+$596K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$441K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$285K

Sector Composition

1 Consumer Staples 2.69%
2 Energy 2.27%
3 Healthcare 1.69%
4 Utilities 1.4%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.02%
1,241
+10
227
$28K 0.02%
1,000
228
$28K 0.02%
372
-1,418
229
$28K 0.02%
1,000
230
$27K 0.02%
+234
231
$27K 0.02%
224
232
$27K 0.02%
573
233
$26K 0.02%
1,397
234
$26K 0.02%
6,270
235
$26K 0.02%
407
-119
236
$26K 0.02%
500
237
$26K 0.02%
3,000
238
$26K 0.02%
1,000
239
$26K 0.02%
672
240
$26K 0.02%
+500
241
$25K 0.01%
531
242
$24K 0.01%
1,000
243
$24K 0.01%
2,000
244
$24K 0.01%
458
+98
245
$24K 0.01%
200
246
$24K 0.01%
560
247
$24K 0.01%
290
248
$24K 0.01%
1,900
249
$24K 0.01%
227
250
$24K 0.01%
805
+15
8 9
10
11 12