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
$546M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$2.92M
3 +$2.05M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.48M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.13M

Sector Composition

1 Healthcare 6.57%
2 Technology 2.21%
3 Industrials 2.05%
4 Materials 1.47%
5 Financials 0.8%