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
$170M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$106K
3
+$98.3K
4
CVX icon
Chevron
CVX
+$83.4K
5
AA icon
Alcoa
AA
+$75.8K

Top Sells

1
+$889K
2
+$593K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$438K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$301K

Sector Composition

1 Consumer Staples 2.69%
2 Energy 2.27%
3 Healthcare 1.69%
4 Utilities 1.4%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$135K 0.08%
1,546
+1
102
$131K 0.08%
4,752
+34
103
$128K 0.08%
3,996
+3
104
$124K 0.07%
1,716
+120
105
$123K 0.07%
5,475
+675
106
$122K 0.07%
1,979
+424
107
$122K 0.07%
3,714
+300
108
$119K 0.07%
5,306
109
$116K 0.07%
1,635
-3
110
$116K 0.07%
3,082
+2
111
$114K 0.07%
1,527
-709
112
$114K 0.07%
5,814
+3
113
$113K 0.07%
1,126
+2
114
$110K 0.06%
1,212
+2
115
$109K 0.06%
2,662
+245
116
$107K 0.06%
1,653
+8
117
$106K 0.06%
896
-255
118
$104K 0.06%
1,978
+5
119
$103K 0.06%
928
-266
120
$102K 0.06%
6,552
+375
121
$101K 0.06%
1,350
122
$101K 0.06%
3,196
+610
123
$100K 0.06%
2,470
-3,999
124
$92K 0.05%
1,216
+351
125
$92K 0.05%
2,304
+7
3 4
5
6 7