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
$198M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$659K
2
+$472K
3
+$78.4K

Sector Composition

1 Consumer Staples 3.32%
2 Technology 2.52%
3 Healthcare 2.48%
4 Financials 2.46%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.94%
28,445
27
$1.83M 0.92%
254,317
28
$1.65M 0.83%
20,438
29
$1.56M 0.79%
17,398
30
$1.54M 0.78%
23,714
31
$1.54M 0.78%
27,979
32
$1.48M 0.75%
287,070
33
$1.47M 0.74%
11,099
34
$1.43M 0.72%
39,820
35
$1.43M 0.72%
18,042
36
$1.42M 0.72%
31,703
37
$1.42M 0.72%
20,863
38
$1.41M 0.71%
41,720
39
$1.36M 0.69%
54,135
40
$1.35M 0.68%
47,243
41
$1.16M 0.59%
13,311
42
$1.02M 0.52%
7,900
43
$979K 0.49%
13,510
44
$946K 0.48%
8,056
45
$938K 0.47%
4,744
46
$920K 0.47%
6,007
47
$920K 0.47%
12,366
48
$895K 0.45%
17,716
49
$875K 0.44%
21,146
50
$846K 0.43%
34,331
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