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
$312M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.5M
3
+$998K
4
LOW icon
Lowe's Companies
LOW
+$723K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$613K

Top Sells

1
+$4.58M
2
+$1.02M
3
+$1.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$330K

Sector Composition

1 Technology 3.04%
2 Financials 1.9%
3 Consumer Discretionary 1.57%
4 Consumer Staples 1.55%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.32%
93,685
-9,335
52
$1.01M 0.32%
4,599
-139
53
$1M 0.32%
6,903
-580
54
$909K 0.29%
18,750
-1,010
55
$880K 0.28%
7,019
-200
56
$875K 0.28%
5,000
57
$860K 0.28%
6,862
-37
58
$858K 0.28%
2,613
+211
59
$799K 0.26%
4,724
-106
60
$798K 0.26%
5,900
-97
61
$790K 0.25%
15,169
-2,275
62
$778K 0.25%
7,674
-176
63
$775K 0.25%
7,882
-552
64
$769K 0.25%
15,344
-1,217
65
$727K 0.23%
14,236
-1,575
66
$725K 0.23%
3,702
-78
67
$725K 0.23%
16,857
-928
68
$723K 0.23%
+3,565
69
$720K 0.23%
5,659
-35
70
$694K 0.22%
11,254
-229
71
$688K 0.22%
1,820
-84
72
$671K 0.22%
8,585
-309
73
$669K 0.21%
2,307
+1
74
$664K 0.21%
11,301
-754
75
$640K 0.21%
1,856
-21
1 2
3
4 5