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
$209M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.82M
2 +$3.65M
3 +$1.63M
4
QCOM icon
Qualcomm
QCOM
+$446K
5
CMI icon
Cummins
CMI
+$346K

Top Sells

1 +$2.24M
2 +$1.9M
3 +$833K
4
NE
Noble Corporation
NE
+$478K
5
MDU icon
MDU Resources
MDU
+$243K

Sector Composition

1 Healthcare 15.65%
2 Financials 13.3%
3 Technology 11.06%
4 Industrials 10.75%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,228
77
-10,200