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
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$877K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$802K

Top Sells

1
+$983K
2
+$855K
3
+$720K
4
SJM icon
J.M. Smucker
SJM
+$617K
5
ABBV icon
AbbVie
ABBV
+$545K

Sector Composition

1 Consumer Staples 3.35%
2 Healthcare 2.42%
3 Technology 2.36%
4 Industrials 2.1%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$709K 0.39%
64,114
-12,097
52
$704K 0.39%
15,910
+23
53
$703K 0.38%
14,203
-129
54
$702K 0.38%
5,652
-210
55
$694K 0.38%
36,001
-3,109
56
$689K 0.38%
62,725
-3,676
57
$683K 0.37%
13,156
+22
58
$645K 0.35%
4,248
+46
59
$644K 0.35%
+8,148
60
$636K 0.35%
12,983
-1,172
61
$633K 0.35%
7,132
-3
62
$629K 0.34%
13,831
+408
63
$613K 0.34%
14,906
+53
64
$612K 0.33%
7,022
-523
65
$595K 0.33%
12,184
+1,893
66
$583K 0.32%
+8,934
67
$581K 0.32%
12,171
-1,172
68
$572K 0.31%
+8,883
69
$565K 0.31%
57,372
+9,136
70
$559K 0.31%
4,249
+277
71
$538K 0.29%
+15,585
72
$538K 0.29%
+4,771
73
$533K 0.29%
5,954
+338
74
$533K 0.29%
+5,495
75
$530K 0.29%
50,449
-9,185
1 2
3
4 5