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
$198M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$659K
2
+$472K
3
+$78.4K

Sector Composition

1 Consumer Staples 3.32%
2 Technology 2.52%
3 Healthcare 2.48%
4 Financials 2.46%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$505K 0.26%
19,140
77
$503K 0.25%
3,421
78
$498K 0.25%
4,100
79
$490K 0.25%
5,368
80
$479K 0.24%
8,120
81
$476K 0.24%
14,949
82
$475K 0.24%
48,033
83
$466K 0.24%
10,446
84
$453K 0.23%
2,957
85
$435K 0.22%
3,771
86
$433K 0.22%
4,035
87
$393K 0.2%
8,184
88
$386K 0.2%
12,363
89
$375K 0.19%
7,733
90
$369K 0.19%
4,419
91
$359K 0.18%
7,414
92
$315K 0.16%
1,423
93
$314K 0.16%
4,242
94
$312K 0.16%
4,068
95
$294K 0.15%
4,273
96
$284K 0.14%
9,760
97
$283K 0.14%
5,442
98
$281K 0.14%
2,464
99
$281K 0.14%
6,822
100
$240K 0.12%
2,263
1 2 3
4
5