WCM
Windsor Capital Management Portfolio holdings
AUM
$343M
This Quarter Return
+1.22%
1 Year Return
+11.04%
3 Year Return
+37.66%
5 Year Return
+57.35%
10 Year Return
+85.63%
AUM
$173M
AUM Growth
+$173M
(+3.7%)
Cap. Flow
+$4.79M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
45.81%
Holding
431
New
42
Increased
130
Reduced
67
Closed
28
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.41% |
| 2 | Energy | 1.96% |
| 3 | Healthcare | 1.45% |
| 4 | Utilities | 1.43% |
| 5 | Financials | 1.06% |