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

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
301
$14K 0.01%
+115
302
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141
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$13K 0.01%
444
304
$13K 0.01%
600
305
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307
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614
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$13K 0.01%
527
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$12K 0.01%
240
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$12K 0.01%
275
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$12K 0.01%
+244
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$12K 0.01%
171
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$12K 0.01%
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315
$12K 0.01%
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317
$12K 0.01%
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
132
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325
$11K 0.01%
266