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
$306M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.57M
3
+$4.33M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$397K
5
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$242K

Top Sells

1
+$12.4M
2
+$5.74M
3
+$624K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$522K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$353K

Sector Composition

1 Technology 4.27%
2 Consumer Staples 2.11%
3 Financials 1.99%
4 Healthcare 1.51%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$542K 0.18%
8,552
+35
77
$535K 0.18%
2,551
+13
78
$497K 0.16%
6,450
+3,000
79
$481K 0.16%
3,165
-94
80
$439K 0.14%
2,296
+12
81
$438K 0.14%
2,676
+152
82
$432K 0.14%
8,543
-747
83
$430K 0.14%
6,300
84
$419K 0.14%
1,185
85
$411K 0.13%
1,563
+88
86
$364K 0.12%
4,501
+11
87
$363K 0.12%
3,446
+5
88
$358K 0.12%
2,309
+10
89
$350K 0.11%
8,696
-108
90
$331K 0.11%
1,768
+2
91
$330K 0.11%
4,143
92
$318K 0.1%
6,267
-1,589
93
$297K 0.1%
833
94
$284K 0.09%
1,488
+2
95
$279K 0.09%
1,136
96
$271K 0.09%
1,091
+80
97
$269K 0.09%
11,587
+250
98
$256K 0.08%
11,095
+325
99
$253K 0.08%
8,782
-3,073
100
$251K 0.08%
5,017
+1,000
1 2 3
4
5