WFG

Windsor Financial Group Portfolio holdings

AUM $214M
1-Year Est. Return 6.66%
This Quarter Est. Return
1 Year Est. Return
+6.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$2.61M
2 +$1.83M
3 +$1.67M
4
QCOM icon
Qualcomm
QCOM
+$259K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$209K

Sector Composition

1 Healthcare 13.82%
2 Financials 13.61%
3 Technology 10.62%
4 Industrials 10.43%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,349