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
$197M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$853K
3
+$841K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$765K
5
COP icon
ConocoPhillips
COP
+$501K

Top Sells

1
+$11.6M
2
+$6.22M
3
+$1.19M
4
GLD icon
SPDR Gold Trust
GLD
+$549K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$306K

Sector Composition

1 Technology 16.74%
2 Financials 15.09%
3 Healthcare 12.27%
4 Consumer Discretionary 10.56%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 1.48%
35,073
+218
27
$2.81M 1.42%
8,837
-240
28
$2.77M 1.4%
67,195
+571
29
$2.76M 1.4%
37,926
+97
30
$2.73M 1.38%
14,209
+141
31
$2.71M 1.37%
5,122
+61
32
$2.7M 1.37%
11,896
-23
33
$2.66M 1.35%
6,641
+44
34
$2.65M 1.34%
42,882
+492
35
$2.57M 1.3%
17,349
-196
36
$2.57M 1.3%
11,712
-192
37
$2.5M 1.27%
52,510
+840
38
$2.45M 1.24%
4,391
-8
39
$2.43M 1.23%
51,789
+639
40
$2.43M 1.23%
16,459
-287
41
$2.4M 1.21%
9,816
+307
42
$2.38M 1.2%
1,087
+14
43
$2.37M 1.2%
5,530
-79
44
$2.34M 1.18%
30,041
+456
45
$2.34M 1.18%
18,815
+173
46
$2.31M 1.17%
9,476
-30
47
$2.3M 1.16%
32,466
+399
48
$2.22M 1.12%
41,815
+877
49
$2.21M 1.12%
16,200
+228
50
$2.15M 1.09%
13,741
+74
1
2
3 4