WFG
Windsor Financial Group Portfolio holdings
AUM
$214M
1-Year Est. Return
6.66%
1 Year Est. Return
+6.66%
AUM
$214M
AUM Growth
-$3.94M
(-1.8%)
Holding
83
Top Buys
| 1 | +$1.96M | |
| 2 | +$588K | |
| 3 | +$387K | |
| 4 |
GE Aerospace
GE
|
+$349K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$344K |
Top Sells
| 1 | +$5.32M | |
| 2 | +$3.02M | |
| 3 | +$481K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$314K |
| 5 |
Willis Towers Watson
WTW
|
+$259K |
Sector Composition
| 1 | Financials | 17.47% |
| 2 | Healthcare | 14.11% |
| 3 | Technology | 10.25% |
| 4 | Consumer Staples | 8.05% |
| 5 | Industrials | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Advance Auto Parts
AAP
$3.3B
| – | – |
-35,867
|
|
||
|
77
iShares MSCI Emerging Markets ETF
EEM
$20.7B
| – | – |
-7,975
|
|
||
78
Tapestry
TPR
$24.3B
| – | – |
-73,001
|
|
||
79
Winmark
WINA
$1.52B
| – | – |
-4,258
|
|