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
$289M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.8M
3
+$10.5M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.89M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$667K

Top Sells

1
+$809K
2
+$793K
3
+$766K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$617K
5
RHI icon
Robert Half
RHI
+$604K

Sector Composition

1 Technology 3.87%
2 Consumer Staples 2.36%
3 Financials 1.83%
4 Healthcare 1.59%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.17%
8,517
+91
77
$469K 0.16%
2,538
+13
78
$463K 0.16%
9,290
-2,015
79
$414K 0.14%
3,259
-122
80
$412K 0.14%
+17,165
81
$396K 0.14%
7,856
+243
82
$393K 0.14%
11,855
-4,304
83
$392K 0.14%
2,284
84
$365K 0.13%
3,441
+3
85
$364K 0.13%
6,300
86
$356K 0.12%
1,185
87
$354K 0.12%
2,524
88
$343K 0.12%
2,299
+8
89
$334K 0.12%
8,804
90
$306K 0.11%
4,490
+1,085
91
$299K 0.1%
+1,475
92
$295K 0.1%
4,143
93
$292K 0.1%
833
94
$263K 0.09%
1,766
+2
95
$263K 0.09%
11,337
-110
96
$259K 0.09%
3,450
-393
97
$255K 0.09%
33,069
-1,780
98
$253K 0.09%
1,011
99
$250K 0.09%
2,741
100
$247K 0.09%
10,770
+283
1 2 3
4
5