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
351
$8K ﹤0.01%
+1,551
352
$8K ﹤0.01%
+100
353
$8K ﹤0.01%
+319
354
$8K ﹤0.01%
+100
355
$8K ﹤0.01%
+1,000
356
$8K ﹤0.01%
+1,000
357
$8K ﹤0.01%
+259
358
$8K ﹤0.01%
+3,108
359
$8K ﹤0.01%
+1,300
360
$8K ﹤0.01%
+650
361
$7K ﹤0.01%
+108
362
$7K ﹤0.01%
+195
363
$7K ﹤0.01%
+500
364
$7K ﹤0.01%
+403
365
$7K ﹤0.01%
+500
366
$7K ﹤0.01%
+300
367
$7K ﹤0.01%
+500
368
$7K ﹤0.01%
+150
369
$7K ﹤0.01%
+67
370
$7K ﹤0.01%
+291
371
$7K ﹤0.01%
+100
372
$7K ﹤0.01%
+1,437
373
$7K ﹤0.01%
+100
374
$7K ﹤0.01%
+400
375
$7K ﹤0.01%
+900
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