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
401
$5K ﹤0.01%
+700
402
$5K ﹤0.01%
+300
403
$5K ﹤0.01%
+300
404
$5K ﹤0.01%
+800
405
$5K ﹤0.01%
+150
406
$5K ﹤0.01%
+154
407
$5K ﹤0.01%
+150
408
$5K ﹤0.01%
+320
409
$5K ﹤0.01%
+300
410
$5K ﹤0.01%
+403
411
$5K ﹤0.01%
+500
412
$5K ﹤0.01%
+72
413
$5K ﹤0.01%
+856
414
$5K ﹤0.01%
+400
415
$5K ﹤0.01%
+200
416
$5K ﹤0.01%
+1,200
417
$5K ﹤0.01%
+489
418
$5K ﹤0.01%
+1,775
419
$5K ﹤0.01%
+400
420
$5K ﹤0.01%
+700
421
$5K ﹤0.01%
+50
422
$4K ﹤0.01%
+400
423
$4K ﹤0.01%
+502
424
$4K ﹤0.01%
+300
425
$4K ﹤0.01%
+275
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