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
$156M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.32M
3
+$438K
4
DEO icon
Diageo
DEO
+$404K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$381K

Top Sells

1
+$4.08M
2
+$2.2M
3
+$1.73M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.6M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.5M

Sector Composition

1 Technology 17.89%
2 Healthcare 13.9%
3 Financials 12.83%
4 Industrials 10.12%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.52%
22,762
+594
27
$2.35M 1.5%
17,628
+201
28
$2.33M 1.49%
15,059
+294
29
$2.28M 1.46%
14,894
+382
30
$2.14M 1.37%
9,320
+224
31
$2.14M 1.37%
12,796
+343
32
$2.08M 1.33%
4,106
+95
33
$2.07M 1.32%
9,166
+14
34
$2.04M 1.31%
16,791
+415
35
$2M 1.28%
66,044
+2,262
36
$1.97M 1.26%
32,322
+828
37
$1.97M 1.26%
1,200
+51
38
$1.95M 1.24%
9,009
+280
39
$1.91M 1.22%
+13,261
40
$1.89M 1.21%
23,103
+1,034
41
$1.83M 1.17%
45,843
+1,388
42
$1.82M 1.16%
12,245
+646
43
$1.79M 1.15%
10,991
+319
44
$1.74M 1.11%
12,797
+2,102
45
$1.72M 1.1%
58,675
+3,440
46
$1.71M 1.1%
6,541
+786
47
$1.71M 1.09%
4,409
-554
48
$1.71M 1.09%
46,364
+3,788
49
$1.7M 1.09%
9,362
+289
50
$1.63M 1.04%
20,144
+446
1
2
3 4