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
$170M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$106K
3
+$98.3K
4
CVX icon
Chevron
CVX
+$83.4K
5
AA icon
Alcoa
AA
+$75.8K

Top Sells

1
+$889K
2
+$593K
3
+$560K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$438K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$301K

Sector Composition

1 Consumer Staples 2.69%
2 Energy 2.27%
3 Healthcare 1.69%
4 Utilities 1.4%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$91K 0.05%
2,361
127
$91K 0.05%
2,355
128
$91K 0.05%
1,638
-35
129
$89K 0.05%
4,860
130
$87K 0.05%
1,955
+455
131
$87K 0.05%
1,600
132
$87K 0.05%
2,634
-248
133
$85K 0.05%
5,116
+60
134
$81K 0.05%
1,495
135
$81K 0.05%
960
136
$81K 0.05%
561
-198
137
$81K 0.05%
880
+2
138
$79K 0.05%
2,012
+6
139
$79K 0.05%
1,700
140
$75K 0.04%
500
141
$75K 0.04%
1,966
+3
142
$73K 0.04%
1,032
143
$73K 0.04%
1,158
144
$71K 0.04%
3,384
145
$70K 0.04%
+2,143
146
$68K 0.04%
953
+2
147
$68K 0.04%
4,467
+60
148
$68K 0.04%
5,825
149
$66K 0.04%
3,300
+800
150
$66K 0.04%
1,226
+18
4 5
6
7 8