WCA

Windsor Creek Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 9.37%
This Quarter Est. Return
1 Year Est. Return
+9.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.91M
3
+$2.59M
4
AFYA icon
Afya
AFYA
+$2.41M
5
WBD icon
Warner Bros
WBD
+$2.33M

Top Sells

1
+$3.9M
2
+$3.12M
3
+$1.29M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.16M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.07M

Sector Composition

1 Technology 21.32%
2 Materials 13.65%
3 Consumer Staples 8.43%
4 Industrials 6.95%
5 Financials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
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