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
$224M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.64M
4
UBER icon
Uber
UBER
+$1.31M
5
SYY icon
Sysco
SYY
+$1.18M

Top Sells

1
+$1.91M
2
+$1.85M
3
+$722K
4
CPNG icon
Coupang
CPNG
+$341K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$137K

Sector Composition

1 Technology 18.56%
2 Financials 12.68%
3 Healthcare 11.67%
4 Consumer Discretionary 10.81%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 1.03%
9,202
+151
52
$2.31M 1.03%
14,739
+355
53
$2.17M 0.96%
18,512
+381
54
$2.11M 0.94%
9,399
-401
55
$2.09M 0.93%
20,229
+466
56
$2.05M 0.91%
33,978
+774
57
$2.04M 0.91%
7,384
+90
58
$1.99M 0.89%
3,850
-26
59
$1.89M 0.84%
11,059
+315
60
$1.86M 0.83%
17,068
+535
61
$1.84M 0.82%
21,209
+980
62
$1.82M 0.81%
14,755
+498
63
$1.53M 0.68%
7,611
+102
64
$1.46M 0.65%
10,136
+428
65
$1.34M 0.6%
17,078
+14,974
66
$1.31M 0.58%
+31,151
67
$1.17M 0.52%
6,728
+188
68
$1.08M 0.48%
4,893
-58
69
$1.07M 0.47%
18,985
+637
70
$986K 0.44%
2,519
+299
71
$876K 0.39%
+6,473
72
$849K 0.38%
11,763
+363
73
$840K 0.37%
3,961
-150
74
$593K 0.26%
283
+42
75
$592K 0.26%
6,230
1 2
3
4