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
$89.8M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.01M
3
+$1M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$749K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$526K

Top Sells

1
+$1.51M
2
+$338K
3
+$208K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$24.8K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$14.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 16.66%
719,660
+36,000
2
$12.7M 14.11%
265,000
-300
3
$11.7M 13.05%
106,322
-13,700
4
$10.9M 12.1%
100,900
+11,700
5
$8.59M 9.57%
346,000
-1,000
6
$7.99M 8.89%
171,555
+21,700
7
$5.84M 6.5%
317,167
+27,688
8
$5.43M 6.05%
152,815
-9,500
9
$5.21M 5.8%
83,673
+7,700
10
$3.79M 4.22%
43,900
+6,100
11
$1.11M 1.24%
16,593
+900
12
$1M 1.12%
+32,100
13
$630K 0.7%
7,587
-2,500