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
326
$11K 0.01%
2
327
$11K 0.01%
+325
328
$11K 0.01%
432
329
$11K 0.01%
1,211
330
$10K 0.01%
+380
331
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+296
332
$10K 0.01%
154
333
$10K 0.01%
126
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334
$10K 0.01%
+280
335
$10K 0.01%
116
+1
336
$10K 0.01%
1,000
337
$10K 0.01%
+80
338
$10K 0.01%
163
+1
339
$10K 0.01%
179
340
$10K 0.01%
363
341
$10K 0.01%
101
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342
$9K 0.01%
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343
$9K 0.01%
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344
$9K 0.01%
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345
$9K 0.01%
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346
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161
347
$9K 0.01%
225
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348
$9K 0.01%
549
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349
$8K ﹤0.01%
185
350
$8K ﹤0.01%
+95