WCM

Wavelength Capital Management Portfolio holdings

AUM $85.9M
1-Year Est. Return 1.63%
This Quarter Est. Return
1 Year Est. Return
+1.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$907K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.52M
3
+$1.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$666K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$511K

Top Sells

1
+$543K
2
+$53.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 17.02%
175,661
+4,100
2
$20.2M 15.72%
928,147
+112,000
3
$12.6M 9.8%
114,895
+600
4
$10.7M 8.36%
153,825
+2,408
5
$10.7M 8.31%
208,560
+21,400
6
$9.58M 7.45%
124,481
-700
7
$9.03M 7.03%
344,276
+58,000
8
$8.94M 6.95%
178,368
+1,200
9
$6.18M 4.81%
306,769
+18,456
10
$5.05M 3.93%
51,635
+5,200
11
$4.8M 3.73%
44,300
+3,900
12
$3.98M 3.1%
48,420
+5,600
13
$2.84M 2.21%
27,677
+6,500
14
$2.06M 1.6%
90,947
-24,000