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
$248M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$5.42M
3 +$2.94M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.93M
5
CLH icon
Clean Harbors
CLH
+$2.76M

Sector Composition

1 Healthcare 9%
2 Technology 6.78%
3 Financials 3.81%
4 Industrials 3.56%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$145K 0.06%
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