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
$208M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2M
3
+$1.88M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.77M

Top Sells

1
+$11.1M
2
+$2.7M
3
+$1.71M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.6M
5
VZ icon
Verizon
VZ
+$1.37M

Sector Composition

1 Technology 17.7%
2 Financials 13.91%
3 Healthcare 11.63%
4 Consumer Discretionary 10.83%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 1.04%
3,792
-58
52
$2.08M 1%
9,800
+324
53
$2.03M 0.98%
14,257
+516
54
$2M 0.96%
+18,131
55
$1.98M 0.95%
11,441
+703
56
$1.91M 0.92%
48,385
+29,789
57
$1.91M 0.92%
9,051
+386
58
$1.86M 0.9%
3,876
-122
59
$1.85M 0.89%
12,786
+606
60
$1.82M 0.88%
+16,533
61
$1.77M 0.85%
+20,229
62
$1.74M 0.84%
10,744
+446
63
$1.69M 0.81%
7,294
+253
64
$1.65M 0.8%
7,509
+296
65
$1.09M 0.53%
18,348
-102
66
$999K 0.48%
9,708
+629
67
$984K 0.47%
6,540
+459
68
$956K 0.46%
4,951
+384
69
$898K 0.43%
+2,220
70
$859K 0.41%
+5,077
71
$773K 0.37%
11,400
-7,560
72
$722K 0.35%
+12,205
73
$621K 0.3%
+4,111
74
$507K 0.24%
18,557
+17,146
75
$487K 0.23%
1,360
-803
1 2
3
4