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
$238M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.06M
3
+$791K
4
VFC icon
VF Corp
VFC
+$756K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$721K

Top Sells

1
+$1.76M
2
+$1.02M
3
+$899K
4
FE icon
FirstEnergy
FE
+$706K
5
CMI icon
Cummins
CMI
+$685K

Sector Composition

1 Technology 2.96%
2 Consumer Staples 2.48%
3 Financials 2.27%
4 Healthcare 2.06%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.07%
207,530
-11,105
27
$2.49M 1.05%
8,750
-124
28
$2.34M 0.98%
31,876
-3,004
29
$2.19M 0.92%
49,250
-5,511
30
$1.81M 0.76%
45,747
-117
31
$1.79M 0.75%
35,645
+5,286
32
$1.76M 0.74%
12,607
+153
33
$1.76M 0.74%
17,243
-297
34
$1.72M 0.73%
58,440
+2,803
35
$1.69M 0.71%
13,521
+236
36
$1.67M 0.7%
13,330
-120
37
$1.66M 0.7%
23,815
+930
38
$1.64M 0.69%
108,295
-9,779
39
$1.55M 0.65%
22,350
-781
40
$1.47M 0.62%
24,489
+427
41
$1.43M 0.6%
15,433
-374
42
$1.34M 0.56%
43,614
+224
43
$1.27M 0.53%
22,911
+337
44
$1.22M 0.51%
8,384
-800
45
$1.21M 0.51%
14,835
-1,259
46
$1.16M 0.49%
198,145
-6,516
47
$1.16M 0.49%
5,844
+179
48
$1.15M 0.48%
13,276
+485
49
$1.13M 0.47%
9,365
-293
50
$1.09M 0.46%
18,209
-1,091
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2
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