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
$203M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$168K
3
+$82.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.1K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$63.9K

Top Sells

1
+$232K
2
+$148K
3
+$129K
4
AMZN icon
Amazon
AMZN
+$105K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$102K

Sector Composition

1 Technology 18.97%
2 Healthcare 11.05%
3 Industrials 10.31%
4 Financials 10.28%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.59%
31,312
-242
27
$3.21M 1.58%
6,296
-13
28
$3.21M 1.58%
23,150
-149
29
$3.18M 1.57%
11,998
-87
30
$3.18M 1.57%
15,288
-87
31
$2.99M 1.48%
56,154
+108
32
$2.95M 1.46%
4,566
-8
33
$2.94M 1.45%
14,459
-25
34
$2.9M 1.43%
13,943
-105
35
$2.78M 1.37%
13,712
-41
36
$2.53M 1.25%
9,420
-32
37
$2.5M 1.23%
46,504
-99
38
$2.43M 1.2%
15,300
+24
39
$2.41M 1.19%
14,786
-31
40
$2.38M 1.17%
9,465
-2
41
$2.37M 1.17%
12,853
-22
42
$2.23M 1.1%
21,697
-92
43
$2.14M 1.06%
39,022
+166
44
$2.12M 1.04%
4,183
-8
45
$1.95M 0.96%
17,447
+22
46
$1.9M 0.94%
9,663
-9
47
$1.85M 0.91%
67,402
+426
48
$1.83M 0.91%
4,291
+185
49
$1.78M 0.88%
11,452
-53
50
$1.69M 0.84%
14,126
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