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

Top Sells

1
+$889K
2
+$593K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$438K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$301K

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
26
$1.68M 0.99%
44,968
+640
27
$1.6M 0.94%
23,915
-2,568
28
$1.49M 0.87%
26,871
-2,734
29
$1.47M 0.86%
107,437
+352
30
$1.36M 0.8%
25,018
-732
31
$1.09M 0.64%
10,057
+183
32
$1.07M 0.63%
11,538
+160
33
$1.02M 0.6%
24,722
+2,563
34
$978K 0.57%
50,952
-6,209
35
$966K 0.57%
9,544
+425
36
$960K 0.56%
103,716
-9,130
37
$940K 0.55%
8,095
+31
38
$936K 0.55%
10,218
+234
39
$850K 0.5%
32,009
+2,750
40
$822K 0.48%
21,636
-2,013
41
$819K 0.48%
9,397
+254
42
$818K 0.48%
22,328
+129
43
$809K 0.47%
10,214
-82
44
$803K 0.47%
17,382
-1,277
45
$757K 0.44%
115,416
-5,616
46
$679K 0.4%
8,335
+190
47
$632K 0.37%
11,942
-1,141
48
$608K 0.36%
5,267
-111
49
$516K 0.3%
4,134
+668
50
$485K 0.28%
19,622
-475
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2
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