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
$171M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$709K
3 +$594K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$552K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$339K

Sector Composition

1 Consumer Staples 3.63%
2 Healthcare 2.62%
3 Financials 2.13%
4 Industrials 2.03%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.12%
+4,529
102
$124K 0.07%
12,820
-1,187
103
-4,047
104
-4,128
105
-2,003
106
-10,880