WCM

Windward Capital Management Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.13%
This Quarter Est. Return
1 Year Est. Return
+11.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$884M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$79.7K
3
+$72.3K
4
AMZN icon
Amazon
AMZN
+$59.7K
5
PG icon
Procter & Gamble
PG
+$53.9K

Top Sells

1
+$2.99K
2
+$2.88K
3
+$2.31K
4
DHI icon
D.R. Horton
DHI
+$2.02K
5
PANW icon
Palo Alto Networks
PANW
+$1.8K

Sector Composition

1 Technology 29.18%
2 Consumer Discretionary 13.47%
3 Industrials 11.43%
4 Communication Services 10.19%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.67M 0.98%
100,712
+150
27
$8.44M 0.95%
100,120
+89
28
$8.43M 0.95%
112,157
+204
29
$7.62M 0.86%
259,724
+355
30
$7.08M 0.8%
30,418
+191
31
$5.82M 0.66%
48,078
+91
32
$5.55M 0.63%
16,628
+100
33
$5.52M 0.62%
52,821
+65
34
$5.46M 0.62%
24,160
+155
35
$5.24M 0.59%
147,249
+287
36
$5.11M 0.58%
31,913
+216
37
$5M 0.57%
22,204
+25
38
$4.74M 0.54%
74,259
+166
39
$4.65M 0.53%
81,330
+123
40
$4.55M 0.51%
23,342
+177
41
$4.11M 0.47%
81,614
+147
42
$3.92M 0.44%
14,202
+95
43
$3.85M 0.44%
41,395
+280
44
$3.63M 0.41%
84,066
+603
45
$3.62M 0.41%
19,515
+29
46
$3.45M 0.39%
78,915
+551
47
$3.3M 0.37%
46,424
+317
48
$3.24M 0.37%
60,901
+322
49
$3.23M 0.37%
46,705
+301
50
$3.2M 0.36%
49,769
+340
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