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
201
$31K 0.02%
+895
202
$31K 0.02%
+2,279
203
$31K 0.02%
+317
204
$31K 0.02%
+520
205
$31K 0.02%
+500
206
$30K 0.02%
+1,190
207
$30K 0.02%
+614
208
$30K 0.02%
+1,250
209
$30K 0.02%
+4,100
210
$30K 0.02%
+750
211
$30K 0.02%
+1,000
212
$30K 0.02%
+1,196
213
$30K 0.02%
+285
214
$29K 0.02%
+327
215
$29K 0.02%
+672
216
$29K 0.02%
+1,000
217
$29K 0.02%
+444
218
$28K 0.02%
+200
219
$28K 0.02%
+2,437
220
$28K 0.02%
+627
221
$28K 0.02%
+285
222
$27K 0.02%
+500
223
$27K 0.02%
+770
224
$27K 0.02%
+500
225
$26K 0.02%
+400
7 8
9
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