WCM

Windsor Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 12.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.41%
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
251
$24K 0.01%
1,000
252
$23K 0.01%
1,298
253
$23K 0.01%
474
254
$23K 0.01%
241
-293
255
$22K 0.01%
1,009
256
$22K 0.01%
260
-310
257
$22K 0.01%
449
258
$22K 0.01%
1,588
+16
259
$22K 0.01%
546
260
$21K 0.01%
1,195
261
$21K 0.01%
2,706
+53
262
$21K 0.01%
1,000
263
$21K 0.01%
155
-79
264
$21K 0.01%
500
-640
265
$20K 0.01%
320
266
$20K 0.01%
1,000
267
$20K 0.01%
464
-258
268
$20K 0.01%
400
269
$20K 0.01%
686
270
$19K 0.01%
1,600
271
$19K 0.01%
200
272
$19K 0.01%
502
273
$19K 0.01%
300
274
$19K 0.01%
820
275
$19K 0.01%
267
9 10
11
12 13