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
$323M
AUM Growth
+$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.53M
3
+$971K
4
EMR icon
Emerson Electric
EMR
+$653K
5
QCOM icon
Qualcomm
QCOM
+$651K

Top Sells

1
+$2.46M
2
+$2.29M
3
+$1.29M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$940K
5
MET icon
MetLife
MET
+$766K

Sector Composition

1 Technology 4.39%
2 Consumer Staples 2.27%
3 Financials 1.82%
4 Healthcare 1.49%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.28%
7,482
+478
52
$885K 0.27%
2,570
-6
53
$859K 0.27%
1,011
-100
54
$858K 0.27%
2,575
-52
55
$841K 0.26%
10,691
+1,000
56
$802K 0.25%
8,804
-2,520
57
$797K 0.25%
1,762
+14
58
$797K 0.25%
2,960
-29
59
$790K 0.24%
4,790
+204
60
$777K 0.24%
25,074
-2,391
61
$775K 0.24%
3,820
-203
62
$771K 0.24%
2,061
+31
63
$752K 0.23%
4,838
-32
64
$699K 0.22%
6,226
+53
65
$657K 0.2%
2,555
+992
66
$653K 0.2%
+5,932
67
$651K 0.2%
+3,267
68
$641K 0.2%
+11,931
69
$624K 0.19%
7,700
-25
70
$613K 0.19%
15,642
+73
71
$598K 0.18%
1,185
72
$584K 0.18%
3,640
-92
73
$569K 0.18%
7,228
-15
74
$554K 0.17%
7,172
-2,051
75
$553K 0.17%
2,862
-60
1 2
3
4 5