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
$197M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$853K
3
+$841K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$765K
5
COP icon
ConocoPhillips
COP
+$501K

Top Sells

1
+$11.6M
2
+$6.22M
3
+$1.19M
4
GLD icon
SPDR Gold Trust
GLD
+$549K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$306K

Sector Composition

1 Technology 16.74%
2 Financials 15.09%
3 Healthcare 12.27%
4 Consumer Discretionary 10.56%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 1.07%
13,305
+210
52
$2.08M 1.05%
13,867
+192
53
$2.03M 1.03%
8,665
+153
54
$1.96M 0.99%
3,998
+35
55
$1.94M 0.98%
3,850
+81
56
$1.86M 0.94%
10,738
+397
57
$1.84M 0.93%
7,967
+117
58
$1.76M 0.89%
12,180
+506
59
$1.73M 0.88%
7,213
-34
60
$1.7M 0.86%
10,298
+85
61
$1.62M 0.82%
7,041
+64
62
$1.6M 0.81%
7,947
+173
63
$1.37M 0.69%
24,410
+655
64
$1.05M 0.53%
18,450
+624
65
$901K 0.46%
6,081
-35
66
$875K 0.44%
4,567
-30
67
$853K 0.43%
+9,079
68
$841K 0.43%
+18,596
69
$611K 0.31%
10,030
+7,824
70
$501K 0.25%
+18,960
71
$500K 0.25%
1,411
-17,549
72
$496K 0.25%
2,163
+745
73
$494K 0.25%
2,211
+105
74
$476K 0.24%
7,080
+13
75
$395K 0.2%
+20,290
1 2
3
4