WWM
Windsor Wealth Management Portfolio holdings
AUM
$546M
1-Year Return
16.47%
This Quarter Return
+7.73%
1 Year Return
+16.47%
3 Year Return
+37.26%
5 Year Return
+57.43%
10 Year Return
–
AUM
$420M
AUM Growth
+$27.1M
(+6.9%)
Cap. Flow
+$3.35M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
208
New
18
Increased
99
Reduced
61
Closed
10
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$5.67M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$3.94M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.5M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$2.78M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$2.43M |
Top Sells
Sector Composition
| 1 | Technology | 7.14% |
| 2 | Healthcare | 7.01% |
| 3 | Financials | 4.2% |
| 4 | Consumer Discretionary | 3.44% |
| 5 | Industrials | 3.27% |
