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
276
$17K 0.01%
+400
277
$17K 0.01%
+1,500
278
$17K 0.01%
+355
279
$17K 0.01%
+544
280
$16K 0.01%
+1,000
281
$16K 0.01%
+300
282
$16K 0.01%
+1,000
283
$16K 0.01%
+312
284
$16K 0.01%
+1,200
285
$16K 0.01%
+1,149
286
$16K 0.01%
+1,250
287
$16K 0.01%
+1,100
288
$16K 0.01%
+397
289
$16K 0.01%
+300
290
$15K 0.01%
+672
291
$15K 0.01%
+900
292
$15K 0.01%
+3,600
293
$15K 0.01%
+2,000
294
$15K 0.01%
+1,000
295
$15K 0.01%
+150
296
$14K 0.01%
+600
297
$14K 0.01%
+275
298
$14K 0.01%
+3,070
299
$13K 0.01%
+310
300
$13K 0.01%
+950
10 11
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