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WCM

Windsor Capital Management Portfolio holdings

AUM $355M
1-Year Est. Return 13.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$229K
3
+$196K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$158K

Top Sells

1
+$480K
2
+$295K
3
+$279K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$206K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$205K

Sector Composition

1 Consumer Staples 3.7%
2 Financials 2.18%
3 Industrials 1.99%
4 Healthcare 1.72%
5 Technology 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.14%
3,215
+19
102
$220K 0.14%
22,236
-609
103
$218K 0.14%
1,925
-143
104
$208K 0.13%
7,928
+4,504
105
$203K 0.13%
4,529
+38
106
$128K 0.08%
13,982
+23
107
– –
-46
108
– –
-3,712
109
– –
-3,108
110
– –
-2,300
111
– –
-500
112
– –
-3,129
113
– –
-335
114
– –
-2,000
115
– –
-2,000
116
– –
-400
117
– –
-200
118
– –
-800
119
– –
-400
120
– –
-150
121
– –
-695
122
– –
-1,300
123
– –
-200
124
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-11
125
– –
-200
3 4
5
6 7