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
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$854K
3
+$470K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$440K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$338K

Top Sells

1
+$539K
2
+$466K
3
+$428K
4
LXK
Lexmark Intl Inc
LXK
+$411K
5
CVX icon
Chevron
CVX
+$396K

Sector Composition

1 Consumer Staples 3.34%
2 Financials 2.46%
3 Energy 2.23%
4 Industrials 2.01%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$100K 0.06%
+1,000
127
$94K 0.06%
3,424
-4,960
128
$93K 0.05%
+1,663
129
$88K 0.05%
+5,427
130
$88K 0.05%
+1,200
131
$86K 0.05%
+2,355
132
$80K 0.05%
+900
133
$77K 0.05%
+983
134
$76K 0.04%
+1,153
135
$75K 0.04%
+1,500
136
$75K 0.04%
+931
137
$74K 0.04%
+3,000
138
$73K 0.04%
+295
139
$73K 0.04%
+2,654
140
$73K 0.04%
+1,082
141
$70K 0.04%
+600
142
$69K 0.04%
+1,158
143
$68K 0.04%
+1,200
144
$68K 0.04%
+2,775
145
$66K 0.04%
+511
146
$64K 0.04%
+2,312
147
$64K 0.04%
+6,088
148
$63K 0.04%
+2,500
149
$63K 0.04%
+1,160
150
$61K 0.04%
+1,496
4 5
6
7 8