WCM

Windsor Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 10.6%
This Quarter Est. Return
1 Year Est. Return
+10.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$854K
3
+$470K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$440K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$338K

Top Sells

1
+$539K
2
+$466K
3
+$428K
4
LXK
Lexmark Intl Inc
LXK
+$411K
5
CVX icon
Chevron
CVX
+$396K

Sector Composition

1 Consumer Staples 3.34%
2 Financials 2.46%
3 Energy 2.23%
4 Industrials 2.01%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.02%
+1,398
227
$26K 0.02%
+1,600
228
$26K 0.02%
+645
229
$26K 0.02%
+1,000
230
$26K 0.02%
+2,000
231
$25K 0.01%
+1,334
232
$25K 0.01%
+400
233
$25K 0.01%
+1,000
234
$25K 0.01%
+1,000
235
$25K 0.01%
+3,129
236
$25K 0.01%
+1,000
237
$24K 0.01%
+1,600
238
$24K 0.01%
+949
239
$24K 0.01%
+1,000
240
$23K 0.01%
+200
241
$23K 0.01%
+248
242
$23K 0.01%
+517
243
$23K 0.01%
+580
244
$22K 0.01%
+2,472
245
$22K 0.01%
+319
246
$22K 0.01%
+3,492
247
$22K 0.01%
+1,100
248
$21K 0.01%
+1,270
249
$21K 0.01%
+300
250
$21K 0.01%
+224
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