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
251
$20K 0.01%
+3,244
252
$20K 0.01%
+155
253
$20K 0.01%
+470
254
$20K 0.01%
+649
255
$20K 0.01%
+200
256
$20K 0.01%
+866
257
$19K 0.01%
+390
258
$19K 0.01%
+170
259
$19K 0.01%
+1,495
260
$19K 0.01%
+188
261
$19K 0.01%
+403
262
$19K 0.01%
+1,000
263
$19K 0.01%
+620
264
$18K 0.01%
+512
265
$18K 0.01%
+1,632
266
$18K 0.01%
+449
267
$18K 0.01%
+400
268
$18K 0.01%
+1,650
269
$18K 0.01%
+910
270
$18K 0.01%
+1,053
271
$18K 0.01%
+2,000
272
$18K 0.01%
+1,400
273
$18K 0.01%
+320
274
$18K 0.01%
+2,300
275
$17K 0.01%
+1,010
9 10
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