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
$224M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.64M
4
UBER icon
Uber
UBER
+$1.31M
5
SYY icon
Sysco
SYY
+$1.18M

Top Sells

1
+$1.91M
2
+$1.85M
3
+$722K
4
CPNG icon
Coupang
CPNG
+$341K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$137K

Sector Composition

1 Technology 18.56%
2 Financials 12.68%
3 Healthcare 11.67%
4 Consumer Discretionary 10.81%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.45%
17,201
+323
27
$3.23M 1.44%
38,372
-186
28
$3.17M 1.41%
35,633
-391
29
$3.15M 1.4%
5,226
+84
30
$3.13M 1.39%
12,309
+1,022
31
$3.05M 1.36%
28,436
+29
32
$3.05M 1.36%
17,663
-316
33
$3.05M 1.36%
8,233
-176
34
$2.99M 1.33%
11,553
+32
35
$2.92M 1.3%
65,587
-2,678
36
$2.91M 1.3%
43,743
-152
37
$2.83M 1.26%
17,105
+222
38
$2.8M 1.25%
4,438
+46
39
$2.79M 1.24%
44,056
+630
40
$2.75M 1.22%
14,579
+165
41
$2.74M 1.22%
54,359
+941
42
$2.73M 1.22%
1,139
+16
43
$2.7M 1.2%
13,953
+301
44
$2.68M 1.19%
30,692
-208
45
$2.66M 1.18%
3,984
+192
46
$2.62M 1.17%
54,384
+204
47
$2.6M 1.16%
16,313
+836
48
$2.6M 1.16%
9,681
+120
49
$2.56M 1.14%
12,297
+231
50
$2.53M 1.13%
16,349
+11,272
1
2
3 4