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
$179M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.93M
3
+$4.88M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.74M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.69M

Top Sells

1
+$4.75M
2
+$4.61M
3
+$4.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.52M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.71M

Sector Composition

1 Technology 15.44%
2 Healthcare 13.55%
3 Financials 12.78%
4 Industrials 10.24%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.54%
14,751
-143
27
$2.75M 1.53%
17,534
-94
28
$2.72M 1.52%
12,692
-104
29
$2.66M 1.48%
76,154
+17,479
30
$2.66M 1.48%
56,295
+369
31
$2.65M 1.48%
32,471
+149
32
$2.6M 1.45%
17,480
+116
33
$2.51M 1.4%
15,169
+110
34
$2.47M 1.38%
16,531
-260
35
$2.45M 1.36%
1,215
+15
36
$2.38M 1.33%
9,081
-85
37
$2.27M 1.26%
23,288
+185
38
$2.27M 1.26%
+26,071
39
$2.25M 1.25%
4,088
-18
40
$2.25M 1.25%
67,810
+1,766
41
$2.24M 1.25%
9,012
+3
42
$2.2M 1.23%
46,269
+426
43
$2.17M 1.21%
9,378
+58
44
$2.1M 1.17%
12,122
-123
45
$1.97M 1.1%
5,842
+427
46
$1.96M 1.09%
11,088
+97
47
$1.95M 1.08%
46,950
+586
48
$1.94M 1.08%
9,483
+121
49
$1.78M 0.99%
13,396
+135
50
$1.61M 0.9%
4,205
+144
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2
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