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
$323M
AUM Growth
+$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.53M
3
+$971K
4
EMR icon
Emerson Electric
EMR
+$653K
5
QCOM icon
Qualcomm
QCOM
+$651K

Top Sells

1
+$2.46M
2
+$2.29M
3
+$1.29M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$940K
5
MET icon
MetLife
MET
+$766K

Sector Composition

1 Technology 4.39%
2 Consumer Staples 2.27%
3 Financials 1.82%
4 Healthcare 1.49%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$550K 0.17%
2,577
+13
77
$535K 0.17%
11,266
-14,232
78
$522K 0.16%
6,300
79
$517K 0.16%
7,595
-1,253
80
$506K 0.16%
17,041
-3,720
81
$497K 0.15%
2,312
82
$488K 0.15%
3,453
+4
83
$482K 0.15%
5,453
-1,149
84
$445K 0.14%
2,571
-79
85
$431K 0.13%
5,712
-509
86
$417K 0.13%
2,434
+9
87
$417K 0.13%
+11,499
88
$407K 0.13%
1,756
-13
89
$402K 0.12%
4,143
90
$393K 0.12%
3,682
-1,744
91
$382K 0.12%
7,599
-237
92
$376K 0.12%
8,821
+228
93
$339K 0.1%
833
94
$321K 0.1%
669
+210
95
$306K 0.09%
+978
96
$303K 0.09%
1,490
97
$268K 0.08%
+501
98
$266K 0.08%
11,433
+227
99
$263K 0.08%
22,688
+170
100
$263K 0.08%
11,478
+581
1 2 3
4
5