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
176
$47K 0.03%
1,167
177
$47K 0.03%
1,765
178
$46K 0.03%
504
+154
179
$45K 0.03%
878
+3
180
$45K 0.03%
3,900
181
$45K 0.03%
800
182
$44K 0.03%
1,500
183
$44K 0.03%
382
184
$44K 0.03%
455
185
$43K 0.03%
175
-28
186
$42K 0.02%
409
+60
187
$41K 0.02%
1,649
188
$40K 0.02%
1,140
189
$40K 0.02%
3,408
+10
190
$40K 0.02%
444
+99
191
$39K 0.02%
1,088
+135
192
$38K 0.02%
310
+3
193
$38K 0.02%
1,062
+9
194
$37K 0.02%
412
195
$37K 0.02%
3,530
196
$36K 0.02%
+2,415
197
$36K 0.02%
850
198
$36K 0.02%
400
199
$36K 0.02%
620
200
$35K 0.02%
1,212
6 7
8
9 10