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
$170M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$106K
3
+$98.3K
4
CVX icon
Chevron
CVX
+$83.4K
5
AA icon
Alcoa
AA
+$75.8K

Top Sells

1
+$889K
2
+$593K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$438K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$301K

Sector Composition

1 Consumer Staples 2.69%
2 Energy 2.27%
3 Healthcare 1.69%
4 Utilities 1.4%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.13%
3,089
+160
77
$217K 0.13%
2,691
+1,219
78
$212K 0.12%
6,922
+1,252
79
$201K 0.12%
4,752
+12
80
$200K 0.12%
7,948
+26
81
$192K 0.11%
6,599
-49
82
$183K 0.11%
7,149
+2,961
83
$178K 0.1%
6,384
+442
84
$163K 0.1%
4,800
85
$162K 0.1%
1,930
+351
86
$160K 0.09%
2,267
-435
87
$159K 0.09%
4,491
88
$154K 0.09%
4,995
89
$154K 0.09%
8,684
90
$149K 0.09%
5,478
-1,236
91
$147K 0.09%
7,308
-168
92
$144K 0.08%
1,370
+1
93
$144K 0.08%
1,307
-427
94
$144K 0.08%
1,551
+2
95
$144K 0.08%
3,861
+299
96
$143K 0.08%
2,500
+330
97
$139K 0.08%
3,495
-59
98
$138K 0.08%
1,516
+263
99
$137K 0.08%
2,185
+14
100
$136K 0.08%
2,109
+3
2 3
4
5 6