WCM
Windsor Capital Management Portfolio holdings
AUM
$343M
1-Year Return
11.04%
This Quarter Return
+1.58%
1 Year Return
+11.04%
3 Year Return
+37.66%
5 Year Return
+57.35%
10 Year Return
+85.63%
AUM
$168M
AUM Growth
-$2.37M
(-1.4%)
Cap. Flow
-$4.84M
Cap. Flow
% of AUM
-2.88%
Top 10 Holdings %
Top 10 Hldgs %
49.06%
Holding
398
New
1
Increased
60
Reduced
25
Closed
309
Top Buys
Top Sells
| 1 |
SPDR ICE Preferred Securities ETF
PSK
|
$1.94M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$717K |
| 3 |
RTX Corp
RTX
|
$221K |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$212K |
| 5 |
EMC
EMC CORPORATION
EMC
|
$200K |
Sector Composition
| 1 | Consumer Staples | 2.62% |
| 2 | Energy | 1.23% |
| 3 | Healthcare | 1.2% |
| 4 | Financials | 0.92% |
| 5 | Communication Services | 0.76% |
