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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.53%
2 Energy 1.89%
3 Utilities 1.55%
4 Healthcare 1.42%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1K ﹤0.01%
+50
377
$1K ﹤0.01%
+21
378
$1K ﹤0.01%
+9
379
$1K ﹤0.01%
+9
380
$1K ﹤0.01%
+49
381
$0 ﹤0.01%
+10
382
$0 ﹤0.01%
+4
383
$0 ﹤0.01%
+10
384
$0 ﹤0.01%
+5
385
$0 ﹤0.01%
+19
386
$0 ﹤0.01%
+4
387
$0 ﹤0.01%
+50
388
$0 ﹤0.01%
+76