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
$323M
AUM Growth
+$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.53M
3
+$971K
4
EMR icon
Emerson Electric
EMR
+$653K
5
QCOM icon
Qualcomm
QCOM
+$651K

Top Sells

1
+$2.46M
2
+$2.29M
3
+$1.29M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$940K
5
MET icon
MetLife
MET
+$766K

Sector Composition

1 Technology 4.39%
2 Consumer Staples 2.27%
3 Financials 1.82%
4 Healthcare 1.49%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.08%
1,419
102
$257K 0.08%
1,136
103
$243K 0.08%
4,797
-1,992
104
$234K 0.07%
3,050
-400
105
$232K 0.07%
2,234
+3
106
$228K 0.07%
+1,152
107
$226K 0.07%
452
108
$218K 0.07%
11,387
-285
109
$215K 0.07%
3,755
-260
110
$205K 0.06%
1,857
+1
111
$120K 0.04%
32,724
-1,331
112
– –
-8,809
113
– –
-10,339
114
– –
-5,017
115
– –
-4,387
116
– –
-5,686
117
– –
-552
1 2 3 4
5