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
$306M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.57M
3
+$4.33M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$397K
5
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$242K

Top Sells

1
+$12.4M
2
+$5.74M
3
+$624K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$522K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$353K

Sector Composition

1 Technology 4.27%
2 Consumer Staples 2.11%
3 Financials 1.99%
4 Healthcare 1.51%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.34%
10,403
-57
52
$1.03M 0.34%
4,000
-1,000
53
$926K 0.3%
11,047
-18
54
$892K 0.29%
8,577
-77
55
$891K 0.29%
2,571
-23
56
$843K 0.28%
6,323
+28
57
$817K 0.27%
4,068
-114
58
$791K 0.26%
2,675
+1
59
$789K 0.26%
4,648
+67
60
$765K 0.25%
4,942
+130
61
$756K 0.25%
1,146
-946
62
$750K 0.25%
9,544
-455
63
$734K 0.24%
6,975
-108
64
$716K 0.23%
9,260
-22
65
$700K 0.23%
10,592
-12
66
$697K 0.23%
3,034
+55
67
$687K 0.22%
1,780
-11
68
$680K 0.22%
15,503
+6
69
$675K 0.22%
6,215
+255
70
$631K 0.21%
2,029
-4
71
$618K 0.2%
20,736
-138
72
$613K 0.2%
7,893
+3
73
$590K 0.19%
7,164
+52
74
$565K 0.18%
6,602
+38
75
$561K 0.18%
3,755
-1,954
1 2
3
4 5