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
326
$11K 0.01%
+1,100
327
$11K 0.01%
+168
328
$11K 0.01%
+1,500
329
$10K 0.01%
+296
330
$10K 0.01%
+320
331
$10K 0.01%
+200
332
$10K 0.01%
+108
333
$10K 0.01%
+147
334
$10K 0.01%
+108
335
$10K 0.01%
+200
336
$10K 0.01%
+335
337
$10K 0.01%
+1,300
338
$9K 0.01%
+200
339
$9K 0.01%
+875
340
$9K 0.01%
+143
341
$9K 0.01%
+687
342
$9K 0.01%
+163
343
$9K 0.01%
+381
344
$9K 0.01%
+1,505
345
$9K 0.01%
+302
346
$9K 0.01%
+1,253
347
$8K ﹤0.01%
262
-11,450
348
$8K ﹤0.01%
+685
349
$8K ﹤0.01%
+257
350
$8K ﹤0.01%
+1,000
12 13
14
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