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
$198M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$659K
2
+$472K
3
+$78.4K

Sector Composition

1 Consumer Staples 3.32%
2 Technology 2.52%
3 Healthcare 2.48%
4 Financials 2.46%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.42%
14,854
52
$817K 0.41%
7,834
53
$814K 0.41%
14,705
54
$760K 0.38%
5,393
55
$711K 0.36%
9,651
56
$685K 0.35%
13,200
57
$675K 0.34%
8,687
58
$670K 0.34%
12,096
59
$670K 0.34%
59,735
60
$659K 0.33%
7,828
61
$659K 0.33%
56,537
62
$648K 0.33%
14,144
63
$647K 0.33%
5,377
64
$647K 0.33%
6,909
65
$643K 0.33%
11,713
-1,429
66
$643K 0.33%
11,526
67
$624K 0.32%
3,589
68
$619K 0.31%
8,343
69
$618K 0.31%
11,498
70
$605K 0.31%
4,763
71
$574K 0.29%
12,767
72
$549K 0.28%
6,277
73
$538K 0.27%
5,574
74
$534K 0.27%
8,738
75
$516K 0.26%
5,846
1 2
3
4 5