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
451
$3K ﹤0.01%
+1,000
452
$3K ﹤0.01%
+400
453
$3K ﹤0.01%
+200
454
$3K ﹤0.01%
+400
455
$3K ﹤0.01%
+300
456
$3K ﹤0.01%
+100
457
$3K ﹤0.01%
+112
458
$3K ﹤0.01%
+200
459
$3K ﹤0.01%
+300
460
$3K ﹤0.01%
+115
461
$3K ﹤0.01%
+500
462
$3K ﹤0.01%
+28
463
$3K ﹤0.01%
+258
464
$3K ﹤0.01%
+300
465
$3K ﹤0.01%
+100
466
$3K ﹤0.01%
+300
467
$3K ﹤0.01%
+240
468
$3K ﹤0.01%
+175
469
$3K ﹤0.01%
+400
470
$3K ﹤0.01%
+175
471
$3K ﹤0.01%
+80
472
$3K ﹤0.01%
+100
473
$3K ﹤0.01%
+400
474
$3K ﹤0.01%
+100
475
$3K ﹤0.01%
+300
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