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
$181M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$446K
3
+$72.9K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$65.2K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$59K

Top Sells

1
+$367K
2
+$143K
3
+$104K
4
PANW icon
Palo Alto Networks
PANW
+$74.3K
5
MELI icon
Mercado Libre
MELI
+$73.8K

Sector Composition

1 Technology 16.12%
2 Financials 15.32%
3 Healthcare 11.42%
4 Consumer Discretionary 11.15%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 1.02%
40,965
+108
52
$1.82M 1.01%
21,152
+76
53
$1.8M 1%
4,293
54
$1.78M 0.99%
11,242
+27
55
$1.76M 0.98%
+35,354
56
$1.75M 0.97%
10,317
+86
57
$1.65M 0.91%
33,678
-392
58
$1.63M 0.9%
10,289
+23
59
$1.58M 0.87%
14,312
+662
60
$1.57M 0.87%
6,428
-1
61
$1.56M 0.87%
7,299
+24
62
$1.37M 0.76%
23,387
+29
63
$1.33M 0.74%
9,519
-21
64
$1.29M 0.71%
16,533
+196
65
$1.23M 0.68%
25,609
-81
66
$1.21M 0.67%
24,317
+105
67
$1.15M 0.64%
6,795
+24
68
$1.05M 0.58%
2,954
-3
69
$994K 0.55%
6,313
+89
70
$915K 0.51%
19,647
+187
71
$466K 0.26%
278
-44
72
$446K 0.25%
+21,750
73
$434K 0.24%
1,383
74
$424K 0.23%
2,165
75
$415K 0.23%
6,896
1 2
3
4