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
$306M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.57M
3
+$4.33M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$397K
5
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$242K

Top Sells

1
+$12.4M
2
+$5.74M
3
+$624K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$522K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$353K

Sector Composition

1 Technology 4.27%
2 Consumer Staples 2.11%
3 Financials 1.99%
4 Healthcare 1.51%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.08%
4,210
+17
102
$246K 0.08%
22,205
-76
103
$245K 0.08%
2,227
+3
104
$242K 0.08%
1,419
105
$242K 0.08%
+10,543
106
$235K 0.08%
575
+15
107
$206K 0.07%
+1,069
108
$203K 0.07%
+3,280
109
$191K 0.06%
11,387
110
$122K 0.04%
33,953
-222
111
$60.9K 0.02%
8,033
-25,036
112
– –
-488,053
113
– –
-2,741
114
– –
-2,733
1 2 3 4
5