WCA

Windsor Creek Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 13.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.34%
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
+$3.9M
2
+$3.66M
3
+$3.37M
4
PARA
Paramount Global Class B
PARA
+$3.29M
5
WBD icon
Warner Bros
WBD
+$3.29M

Top Sells

1
+$4.73M
2
+$3.41M
3
+$2.71M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.38M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.33M

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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