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
$229M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$2.8M
3
+$2.71M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.48M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.82M

Top Sells

1
+$2.25M
2
+$1.37M
3
+$1.29M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$639K

Sector Composition

1 Technology 10.28%
2 Healthcare 8.97%
3 Financials 5.35%
4 Communication Services 4.49%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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4 5 6 7
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