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
276
$18K 0.01%
309
+72
277
$18K 0.01%
124
-23
278
$18K 0.01%
511
+7
279
$18K 0.01%
200
-75
280
$17K 0.01%
1,200
281
$17K 0.01%
1,205
282
$17K 0.01%
856
283
$17K 0.01%
1,175
284
$17K 0.01%
625
285
$16K 0.01%
1,000
286
$16K 0.01%
910
287
$16K 0.01%
289
288
$16K 0.01%
493
+2
289
$16K 0.01%
625
+3
290
$15K 0.01%
500
291
$15K 0.01%
300
-134
292
$15K 0.01%
1,250
293
$15K 0.01%
2,000
294
$14K 0.01%
1,072
295
$14K 0.01%
1,149
296
$14K 0.01%
1,056
297
$14K 0.01%
100
298
$14K 0.01%
336
+5
299
$14K 0.01%
2,000
300
$14K 0.01%
1,000
10 11
12
13 14