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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.87M
3
+$3.67M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.18%
2 Financials 10.8%
3 Industrials 8.89%
4 Healthcare 8.75%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 1.06%
+6,216
52
$1.1M 1.05%
+23,718
53
$1.09M 1.04%
+11,978
54
$1.08M 1.03%
+11,971
55
$1.05M 1.01%
+29,086
56
$1.01M 0.97%
+40,337
57
$1M 0.96%
+21,667
58
$950K 0.91%
+10,903
59
$950K 0.91%
+23,619
60
$900K 0.86%
+21,272
61
$680K 0.65%
+8,409
62
$630K 0.6%
+7,165
63
$580K 0.56%
+14,994
64
$480K 0.46%
+9,896
65
$450K 0.43%
+3,865
66
$280K 0.27%
+5,946
1 2
3