WCM
Windsor Capital Management Portfolio holdings
AUM
$355M
1-Year Est. Return
13.28%
This Fund
S&P 500
1 Year Est. Return
+13.28%
AUM
$355M
AUM Growth
-$7.45M
(-2.1%)
Holding
127
Top Buys
| 1 | +$768K | |
| 2 | +$440K | |
| 3 | +$424K | |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$378K |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$306K |
Top Sells
| 1 | +$885K | |
| 2 | +$790K | |
| 3 | +$519K | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$516K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$498K |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Financials | 2.36% |
| 3 | Consumer Staples | 2.25% |
| 4 | Industrials | 1.88% |
| 5 | Healthcare | 1.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Nike
NKE
$67.3B
| – | – |
-3,286
|
|
||
127
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
| – | – |
-2,513
|
|