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
$198M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$659K
2 +$472K
3 +$78.4K

Sector Composition

1 Consumer Staples 3.32%
2 Technology 2.52%
3 Healthcare 2.48%
4 Financials 2.46%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$239K 0.12%
2,971
102
$224K 0.11%
8,412
103
$175K 0.09%
15,591
104
-5,856
105
-37,812