WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$446K
3
+$72.9K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$65.2K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$59K

Top Sells

1
+$367K
2
+$143K
3
+$104K
4
PANW icon
Palo Alto Networks
PANW
+$74.3K
5
MELI icon
Mercado Libre
MELI
+$73.8K

Sector Composition

1 Technology 16.12%
2 Financials 15.32%
3 Healthcare 11.42%
4 Consumer Discretionary 11.15%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.4%
15,414
-3
27
$2.48M 1.38%
9,331
-59
28
$2.48M 1.37%
51,642
-429
29
$2.41M 1.34%
1,083
+1
30
$2.35M 1.3%
46,847
-92
31
$2.35M 1.3%
6,691
-22
32
$2.34M 1.3%
14,260
+14
33
$2.3M 1.27%
52,550
-70
34
$2.25M 1.25%
18,323
+26
35
$2.23M 1.23%
19,001
-2
36
$2.22M 1.23%
9,651
-36
37
$2.17M 1.2%
4,482
+24
38
$2.14M 1.19%
17,834
-184
39
$2.11M 1.17%
16,011
+24
40
$2.08M 1.15%
13,891
+12
41
$2.06M 1.14%
17,348
-17
42
$2.05M 1.13%
67,490
+230
43
$2.04M 1.13%
5,468
44
$2.03M 1.12%
38,254
+51
45
$2.02M 1.12%
13,152
+21
46
$1.99M 1.1%
32,241
+47
47
$1.98M 1.1%
13,358
+80
48
$1.93M 1.07%
13,745
+12
49
$1.92M 1.06%
29,643
+70
50
$1.88M 1.04%
8,572
+61
1
2
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