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
351
$8K ﹤0.01%
+48
352
$8K ﹤0.01%
157
+3
353
$8K ﹤0.01%
1,000
354
$8K ﹤0.01%
150
355
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1,000
356
$7K ﹤0.01%
103
+1
357
$7K ﹤0.01%
257
358
$7K ﹤0.01%
460
-690
359
$7K ﹤0.01%
149
+1
360
$7K ﹤0.01%
+1,343
361
$7K ﹤0.01%
163
+2
362
$7K ﹤0.01%
+100
363
$7K ﹤0.01%
153
+2
364
$7K ﹤0.01%
101
365
$7K ﹤0.01%
+54
366
$6K ﹤0.01%
1,038
367
$6K ﹤0.01%
+340
368
$6K ﹤0.01%
+500
369
$6K ﹤0.01%
161
+1
370
$6K ﹤0.01%
300
371
$6K ﹤0.01%
800
372
$6K ﹤0.01%
420
373
$5K ﹤0.01%
75
374
$5K ﹤0.01%
300
375
$5K ﹤0.01%
108