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
$173M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.53M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.09M

Top Sells

1
+$2.63M
2
+$2.41M
3
+$2.28M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$818K

Sector Composition

1 Consumer Staples 2.61%
2 Financials 1.82%
3 Energy 1.42%
4 Industrials 1.35%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.43%
15,225
-3,127
52
$700K 0.4%
22,378
+1,148
53
$687K 0.4%
4,575
+1,643
54
$685K 0.4%
7,864
+439
55
$660K 0.38%
5,305
+86
56
$632K 0.37%
8,392
+23
57
$609K 0.35%
+16,064
58
$608K 0.35%
17,470
-8
59
$562K 0.32%
11,241
+215
60
$544K 0.31%
5,579
+479
61
$520K 0.3%
4,376
+954
62
$502K 0.29%
10,320
+935
63
$497K 0.29%
11,484
-116
64
$464K 0.27%
18,090
-118
65
$444K 0.26%
7,134
+826
66
$421K 0.24%
5,198
+58
67
$415K 0.24%
11,099
+1,324
68
$408K 0.24%
5,082
+1,926
69
$406K 0.23%
5,283
-211
70
$405K 0.23%
2,640
+507
71
$400K 0.23%
14,598
+57
72
$395K 0.23%
+7,679
73
$380K 0.22%
12,357
+1,258
74
$379K 0.22%
6,909
+1,300
75
$375K 0.22%
23,220
+3,359
1 2
3
4 5