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
$118M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$977K
3 +$696K
4
VUG icon
Vanguard Growth ETF
VUG
+$479K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$470K

Top Sells

1 +$842K
2 +$473K
3 +$339K
4
WFC icon
Wells Fargo
WFC
+$284K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$255K

Sector Composition

1 Technology 8.43%
2 Financials 8.31%
3 Healthcare 8.01%
4 Industrials 4%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,862