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
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$906K
2 +$106K
3 +$98.3K
4
CVX icon
Chevron
CVX
+$83.4K
5
AA icon
Alcoa
AA
+$75.8K

Sector Composition

1 Consumer Staples 2.69%
2 Energy 2.27%
3 Healthcare 1.69%
4 Utilities 1.4%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-656
427
0
428
-2,212
429
-50
430
-189
431
-2,043
432
-267
433
-149