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
$178M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.06M
3 +$894K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$729K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$605K

Top Sells

1 +$1.22M
2 +$420K
3 +$354K
4
T icon
AT&T
T
+$295K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$224K

Sector Composition

1 Healthcare 8.22%
2 Technology 7.77%
3 Financials 6.96%
4 Industrials 3.35%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$147K 0.08%
2,959
-1,430