WWM

Windsor Wealth Management Portfolio holdings

AUM $546M
1-Year Est. Return 16.47%
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.36M
3
+$2.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.39M

Top Sells

1
+$4.51M
2
+$1.65M
3
+$1.61M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.03M
5
PARA
Paramount Global Class B
PARA
+$681K

Sector Composition

1 Healthcare 7.73%
2 Technology 6.72%
3 Financials 4.33%
4 Consumer Discretionary 3.69%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,662
6 7 8 9
10