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
$172M
AUM Growth
-$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3%
2 Financials 2.19%
3 Energy 1.68%
4 Industrials 1.64%
5 Technology 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.12%
+1,993
102
$209K 0.12%
+4,010
103
$130K 0.08%
13,935
-2,558
104
-7,864
105
-17,401
106
-7,134
107
-4,902