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
$156M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.32M
3
+$438K
4
DEO icon
Diageo
DEO
+$404K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$381K

Top Sells

1
+$4.08M
2
+$2.2M
3
+$1.73M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.6M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.5M

Sector Composition

1 Technology 17.89%
2 Healthcare 13.9%
3 Financials 12.83%
4 Industrials 10.12%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.95%
5,415
-589
52
$1.45M 0.93%
4,061
-3,421
53
$1.38M 0.88%
15,999
+631
54
$1.32M 0.85%
+6,108
55
$1.31M 0.84%
20,748
+1,868
56
$1.28M 0.82%
12,550
+656
57
$1.25M 0.8%
7,374
+2,378
58
$1.18M 0.76%
2,944
+47
59
$969K 0.62%
8,002
+941
60
$954K 0.61%
5,843
61
$941K 0.6%
7,011
+561
62
$776K 0.5%
19,235
+357
63
$651K 0.42%
1,949
+260
64
$565K 0.36%
264
+4
65
$394K 0.25%
14,175
+8,676
66
$381K 0.24%
+3,332
67
$341K 0.22%
1,177
+193
68
$306K 0.2%
1,695
+91
69
$296K 0.19%
10,381
-1,271
70
$293K 0.19%
3,133
-21
71
$290K 0.19%
1,085
+26
72
$277K 0.18%
1,682
+28
73
$262K 0.17%
3,930
-25
74
$236K 0.15%
500
75
$234K 0.15%
+1,534
1 2
3
4