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
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$877K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$802K

Top Sells

1
+$983K
2
+$855K
3
+$720K
4
SJM icon
J.M. Smucker
SJM
+$617K
5
ABBV icon
AbbVie
ABBV
+$545K

Sector Composition

1 Consumer Staples 3.35%
2 Healthcare 2.42%
3 Technology 2.36%
4 Industrials 2.1%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$521K 0.29%
8,750
+376
77
$514K 0.28%
20,044
+79
78
$504K 0.28%
7,593
+572
79
$504K 0.28%
7,574
+214
80
$501K 0.27%
4,281
+1,755
81
$448K 0.25%
+3,991
82
$438K 0.24%
14,246
-702
83
$435K 0.24%
6,818
+76
84
$421K 0.23%
2,611
-27
85
$418K 0.23%
+3,799
86
$413K 0.23%
3,581
+324
87
$408K 0.22%
3,752
+6
88
$397K 0.22%
4,100
89
$387K 0.21%
6,044
-153
90
$382K 0.21%
12,056
-16,820
91
$381K 0.21%
4,762
-79
92
$377K 0.21%
+6,160
93
$371K 0.2%
+4,267
94
$367K 0.2%
11,439
-354
95
$366K 0.2%
8,404
-612
96
$361K 0.2%
4,531
97
$358K 0.2%
4,837
+1
98
$322K 0.18%
9,760
99
$318K 0.17%
4,753
+67
100
$305K 0.17%
10,755
-2,239
1 2 3
4
5