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
301
$13K 0.01%
+986
302
$13K 0.01%
+266
303
$13K 0.01%
+643
304
$13K 0.01%
+634
305
$13K 0.01%
+2,000
306
$13K 0.01%
+1,000
307
$13K 0.01%
+925
308
$12K 0.01%
+500
309
$12K 0.01%
+55
310
$12K 0.01%
+600
311
$12K 0.01%
+1,800
312
$12K 0.01%
+1,300
313
$12K 0.01%
+900
314
$12K 0.01%
+130
315
$12K 0.01%
+1,100
316
$12K 0.01%
+300
317
$12K 0.01%
+436
318
$11K 0.01%
+242
319
$11K 0.01%
+200
320
$11K 0.01%
+916
321
$11K 0.01%
+6,200
322
$11K 0.01%
+207
323
$11K 0.01%
+200
324
$11K 0.01%
+250
325
$11K 0.01%
+150
11 12
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