WCM

Windward Capital Management Portfolio holdings

AUM $1.26B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
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 +$292K
2 +$86.3K
3 +$81.2K
4
AMZN icon
Amazon
AMZN
+$66.7K
5
PG icon
Procter & Gamble
PG
+$60.7K

Top Sells

1 +$3.26K
2 +$3.04K
3 +$2.44K
4
DHI icon
D.R. Horton
DHI
+$2.21K
5
PANW icon
Palo Alto Networks
PANW
+$1.91K

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
76
$260K 0.03%
515
-2
77
$245K 0.03%
2,907
-11