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
$228M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$4.17M
3 +$2.54M
4
ABT icon
Abbott
ABT
+$1.07M
5
ABBV icon
AbbVie
ABBV
+$978K

Top Sells

1 +$127M
2 +$272K
3 +$230K
4
OXY icon
Occidental Petroleum
OXY
+$202K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$109K

Sector Composition

1 Technology 10.73%
2 Healthcare 9.87%
3 Financials 6.77%
4 Industrials 3.7%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,819
177
-3,055