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
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$106K
3
+$98.3K
4
CVX icon
Chevron
CVX
+$83.4K
5
AA icon
Alcoa
AA
+$75.8K

Top Sells

1
+$889K
2
+$593K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$438K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$301K

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
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255
$22K 0.01%
1,009
256
$22K 0.01%
260
-310
257
$22K 0.01%
449
258
$22K 0.01%
1,588
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259
$22K 0.01%
546
260
$21K 0.01%
155
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261
$21K 0.01%
500
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262
$21K 0.01%
1,195
263
$21K 0.01%
2,706
+53
264
$21K 0.01%
1,000
265
$20K 0.01%
1,000
266
$20K 0.01%
464
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267
$20K 0.01%
400
268
$20K 0.01%
320
269
$20K 0.01%
686
270
$19K 0.01%
200
271
$19K 0.01%
502
272
$19K 0.01%
300
273
$19K 0.01%
820
274
$19K 0.01%
1,600
275
$19K 0.01%
267
9 10
11
12 13