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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$344K
3
+$321K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$264K
5
META icon
Meta Platforms (Facebook)
META
+$251K

Top Sells

1
+$10.7M
2
+$10.2M
3
+$9.17M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.74M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$277K

Sector Composition

1 Technology 3.49%
2 Consumer Staples 1.73%
3 Healthcare 1.69%
4 Consumer Discretionary 1.54%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$875K 0.3%
11,484
-648
52
$840K 0.29%
25,713
+2,166
53
$814K 0.28%
27,482
-3,606
54
$788K 0.27%
5,702
-29
55
$780K 0.27%
8,387
-415
56
$776K 0.27%
2,630
-77
57
$760K 0.26%
4,262
-75
58
$752K 0.26%
6,135
-15
59
$748K 0.26%
5,997
-142
60
$683K 0.24%
3,418
+29
61
$658K 0.23%
16,128
+31
62
$655K 0.23%
8,135
+16
63
$645K 0.22%
2,818
-9
64
$643K 0.22%
7,102
+6
65
$610K 0.21%
8,400
+1,377
66
$600K 0.21%
12,100
-2,359
67
$588K 0.2%
8,686
-53
68
$585K 0.2%
10,100
-137
69
$566K 0.19%
14,934
+2,187
70
$557K 0.19%
1,702
+19
71
$556K 0.19%
7,957
+2
72
$529K 0.18%
6,562
-42
73
$527K 0.18%
6,535
+12
74
$522K 0.18%
3,982
+4
75
$508K 0.17%
2,037
-32
1 2
3
4 5