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
151
$64K 0.04%
5,025
+489
152
$64K 0.04%
344
153
$63K 0.04%
791
+12
154
$61K 0.04%
1,238
155
$61K 0.04%
2,268
+8
156
$61K 0.04%
960
+3
157
$60K 0.04%
3,000
158
$59K 0.03%
775
+118
159
$58K 0.03%
831
160
$57K 0.03%
717
+1
161
$57K 0.03%
3,221
+3
162
$57K 0.03%
794
163
$55K 0.03%
2,175
164
$54K 0.03%
600
165
$54K 0.03%
1,008
+186
166
$53K 0.03%
630
167
$52K 0.03%
615
-877
168
$52K 0.03%
1,038
169
$51K 0.03%
664
-49
170
$51K 0.03%
1,000
171
$51K 0.03%
1,013
172
$50K 0.03%
753
+151
173
$50K 0.03%
1,871
+60
174
$49K 0.03%
3,010
+560
175
$47K 0.03%
554
5 6
7
8 9