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
376
$7K ﹤0.01%
+500
377
$7K ﹤0.01%
+3,712
378
$7K ﹤0.01%
+336
379
$6K ﹤0.01%
+300
380
$6K ﹤0.01%
+224
381
$6K ﹤0.01%
+84
382
$6K ﹤0.01%
+275
383
$6K ﹤0.01%
+600
384
$6K ﹤0.01%
+50
385
$6K ﹤0.01%
+400
386
$6K ﹤0.01%
+170
387
$6K ﹤0.01%
+409
388
$6K ﹤0.01%
+55
389
$6K ﹤0.01%
+80
390
$6K ﹤0.01%
+600
391
$6K ﹤0.01%
+100
392
$6K ﹤0.01%
+200
393
$6K ﹤0.01%
+6,270
394
$6K ﹤0.01%
+400
395
$6K ﹤0.01%
+300
396
$6K ﹤0.01%
+1,211
397
$6K ﹤0.01%
+400
398
$5K ﹤0.01%
+131
399
$5K ﹤0.01%
+350
400
$5K ﹤0.01%
+400
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