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
201
$35K 0.02%
1,528
+3
202
$35K 0.02%
918
+148
203
$35K 0.02%
670
204
$35K 0.02%
473
205
$34K 0.02%
578
206
$34K 0.02%
171
207
$34K 0.02%
200
208
$33K 0.02%
500
209
$33K 0.02%
576
+6
210
$33K 0.02%
3,590
211
$32K 0.02%
+713
212
$32K 0.02%
2,484
213
$32K 0.02%
2,027
-569
214
$32K 0.02%
1,197
215
$32K 0.02%
909
216
$32K 0.02%
465
217
$31K 0.02%
1,018
+13
218
$31K 0.02%
283
219
$31K 0.02%
500
220
$31K 0.02%
1,733
221
$30K 0.02%
2,247
222
$30K 0.02%
742
-675
223
$30K 0.02%
1,465
+37
224
$29K 0.02%
1,241
+10
225
$29K 0.02%
636
+436
7 8
9
10 11