WCM
Windsor Capital Management Portfolio holdings
AUM
$343M
This Quarter Return
-1.9%
1 Year Return
+11.04%
3 Year Return
+37.66%
5 Year Return
+57.35%
10 Year Return
+85.63%
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.02%
Holding
389
New
389
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.53% |
| 2 | Energy | 1.89% |
| 3 | Utilities | 1.53% |
| 4 | Healthcare | 1.42% |
| 5 | Financials | 1.04% |
