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
$208M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2M
3
+$1.88M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.77M

Top Sells

1
+$11.1M
2
+$2.7M
3
+$1.71M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.6M
5
VZ icon
Verizon
VZ
+$1.37M

Sector Composition

1 Technology 17.7%
2 Financials 13.91%
3 Healthcare 11.63%
4 Consumer Discretionary 10.83%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 1.4%
68,265
+1,070
27
$2.89M 1.39%
36,024
+951
28
$2.82M 1.36%
14,388
+403
29
$2.81M 1.35%
38,558
+632
30
$2.79M 1.35%
21,711
+887
31
$2.77M 1.34%
14,414
+205
32
$2.69M 1.3%
30,900
+859
33
$2.69M 1.29%
17,979
+630
34
$2.67M 1.28%
1,123
+36
35
$2.66M 1.28%
4,392
+1
36
$2.65M 1.28%
6,796
+155
37
$2.59M 1.25%
53,470
+960
38
$2.56M 1.23%
12,066
+354
39
$2.53M 1.22%
11,521
+181
40
$2.52M 1.22%
8,409
-428
41
$2.52M 1.21%
54,180
+2,391
42
$2.5M 1.2%
16,883
+683
43
$2.48M 1.19%
19,763
+948
44
$2.44M 1.17%
15,477
-982
45
$2.37M 1.14%
13,652
+347
46
$2.36M 1.14%
43,426
+1,611
47
$2.33M 1.12%
33,204
+738
48
$2.32M 1.12%
5,406
-124
49
$2.31M 1.11%
9,561
+1,594
50
$2.19M 1.05%
14,384
+517
1
2
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