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WCM

Windsor Capital Management Portfolio holdings

AUM $355M
1-Year Est. Return 13.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$904K
3
+$563K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$437K
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$376K

Top Sells

1
+$580K
2
+$544K
3
+$433K
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$431K
5
CVX icon
Chevron
CVX
+$422K

Sector Composition

1 Consumer Staples 3.34%
2 Financials 2.46%
3 Energy 2.23%
4 Industrials 2.02%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+500
527
$2K ﹤0.01%
+100
528
$2K ﹤0.01%
+100
529
$2K ﹤0.01%
+200
530
$2K ﹤0.01%
+400
531
$2K ﹤0.01%
+230
532
$2K ﹤0.01%
+224
533
$2K ﹤0.01%
+300
534
$1K ﹤0.01%
+100
535
$1K ﹤0.01%
+96
536
$1K ﹤0.01%
+40
537
$1K ﹤0.01%
+50
538
$1K ﹤0.01%
+38
539
$1K ﹤0.01%
+100
540
$1K ﹤0.01%
+400
541
$1K ﹤0.01%
+100
542
$1K ﹤0.01%
+5
543
$1K ﹤0.01%
+20
544
$1K ﹤0.01%
+300
545
$1K ﹤0.01%
+400
546
$1K ﹤0.01%
+200
547
$1K ﹤0.01%
+46
548
$1K ﹤0.01%
+200
549
$1K ﹤0.01%
+200
550
$1K ﹤0.01%
+200
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