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
$323M
AUM Growth
+$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.53M
3
+$971K
4
EMR icon
Emerson Electric
EMR
+$653K
5
QCOM icon
Qualcomm
QCOM
+$651K

Top Sells

1
+$2.46M
2
+$2.29M
3
+$1.29M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$940K
5
MET icon
MetLife
MET
+$766K

Sector Composition

1 Technology 4.39%
2 Consumer Staples 2.27%
3 Financials 1.82%
4 Healthcare 1.49%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 1.26%
38,154
-1,778
27
$3.17M 0.98%
59,211
+4,005
28
$2.43M 0.75%
35,898
-805
29
$2.37M 0.73%
16,284
-1,635
30
$2.28M 0.71%
11,277
-128
31
$2.24M 0.69%
18,054
-56
32
$2.16M 0.67%
11,843
-1,480
33
$2.08M 0.64%
5,328
-295
34
$2.04M 0.63%
4,565
-20
35
$1.81M 0.56%
44,127
-7,306
36
$1.73M 0.54%
10,780
-1,610
37
$1.63M 0.51%
9,905
-62
38
$1.54M 0.48%
19,655
+98
39
$1.53M 0.47%
5,996
+17
40
$1.43M 0.44%
32,759
-903
41
$1.35M 0.42%
11,042
-2,258
42
$1.33M 0.41%
7,646
-337
43
$1.22M 0.38%
19,187
+110
44
$1.2M 0.37%
10,455
+22
45
$1.18M 0.36%
4,000
46
$1.11M 0.34%
13,259
-786
47
$1.09M 0.34%
6,986
-109
48
$1.06M 0.33%
7,271
-252
49
$1.02M 0.32%
3,883
-105
50
$988K 0.31%
12,903
-1,846
1
2
3 4 5