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
$312M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.5M
3
+$998K
4
LOW icon
Lowe's Companies
LOW
+$723K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$613K

Top Sells

1
+$4.58M
2
+$1.02M
3
+$1.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$330K

Sector Composition

1 Technology 3.04%
2 Financials 1.9%
3 Consumer Discretionary 1.57%
4 Consumer Staples 1.55%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.4%
102,933
+6,291
27
$4.17M 1.34%
27,957
-845
28
$3.72M 1.19%
26,309
-912
29
$2.39M 0.77%
40,758
+316
30
$2.32M 0.74%
12,935
-398
31
$2.29M 0.73%
17,976
-345
32
$2.26M 0.72%
6,670
-236
33
$2.06M 0.66%
41,152
-497
34
$2M 0.64%
12,238
-163
35
$1.87M 0.6%
40,248
-1,053
36
$1.82M 0.58%
48,499
-600
37
$1.67M 0.54%
21,433
-97
38
$1.56M 0.5%
15,308
-492
39
$1.48M 0.47%
27,222
-396
40
$1.43M 0.46%
5,931
+45
41
$1.42M 0.45%
10,124
-428
42
$1.41M 0.45%
18,822
-124
43
$1.35M 0.43%
13,766
-135
44
$1.32M 0.42%
26,276
-4,461
45
$1.13M 0.36%
3,995
+201
46
$1.12M 0.36%
6,954
+215
47
$1.12M 0.36%
21,004
+585
48
$1.04M 0.33%
19,815
-77
49
$1.02M 0.33%
14,849
-154
50
$1.01M 0.32%
4,532
+49
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2
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