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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$344K
3
+$321K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$264K
5
META icon
Meta Platforms (Facebook)
META
+$251K

Top Sells

1
+$10.7M
2
+$10.2M
3
+$9.17M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.74M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$277K

Sector Composition

1 Technology 3.49%
2 Consumer Staples 1.73%
3 Healthcare 1.69%
4 Consumer Discretionary 1.54%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$480K 0.17%
2,512
+13
77
$418K 0.14%
2,284
78
$381K 0.13%
3,806
79
$378K 0.13%
7,442
+1,093
80
$370K 0.13%
4,843
-1,184
81
$369K 0.13%
9,215
82
$364K 0.13%
2,282
+8
83
$359K 0.12%
7,185
-304
84
$349K 0.12%
3,381
-140
85
$346K 0.12%
8,781
-132
86
$342K 0.12%
6,300
87
$330K 0.11%
2,515
+10
88
$324K 0.11%
36,815
-1,449
89
$320K 0.11%
3,479
+214
90
$319K 0.11%
3,433
+4
91
$311K 0.11%
4,143
92
$292K 0.1%
25,949
-1,593
93
$291K 0.1%
1,762
+1
94
$269K 0.09%
11,616
95
$257K 0.09%
833
96
$253K 0.09%
1,475
+2
97
$251K 0.09%
+1,185
98
$250K 0.09%
3,305
-1
99
$250K 0.09%
2,741
+88
100
$240K 0.08%
10,487
+94
1 2 3
4
5