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
$170M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$106K
3
+$98.3K
4
CVX icon
Chevron
CVX
+$83.4K
5
AA icon
Alcoa
AA
+$75.8K

Top Sells

1
+$889K
2
+$593K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$438K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$301K

Sector Composition

1 Consumer Staples 2.69%
2 Energy 2.27%
3 Healthcare 1.69%
4 Utilities 1.4%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.28%
16,854
+77
52
$441K 0.26%
6,392
-869
53
$431K 0.25%
11,235
-908
54
$431K 0.25%
11,488
-360
55
$420K 0.25%
3,128
+101
56
$417K 0.24%
6,402
+2
57
$412K 0.24%
8,386
-1,067
58
$365K 0.21%
4,404
+78
59
$356K 0.21%
35,540
+58
60
$354K 0.21%
13,621
+454
61
$345K 0.2%
7,098
-1,542
62
$328K 0.19%
3,183
63
$321K 0.19%
35,704
-13,867
64
$321K 0.19%
6,729
+1,400
65
$316K 0.19%
2,697
+80
66
$305K 0.18%
3,389
+75
67
$303K 0.18%
3,122
-131
68
$300K 0.18%
6,605
-81
69
$299K 0.18%
1,666
-186
70
$285K 0.17%
15,242
+1,085
71
$278K 0.16%
10,584
+930
72
$273K 0.16%
15,300
+165
73
$266K 0.16%
5,000
-67
74
$265K 0.16%
34,416
-12,327
75
$227K 0.13%
3,884
+250
1 2
3
4 5