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
$179M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.93M
3
+$4.88M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.74M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.69M

Top Sells

1
+$4.75M
2
+$4.61M
3
+$4.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.52M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.71M

Sector Composition

1 Technology 15.44%
2 Healthcare 13.55%
3 Financials 12.78%
4 Industrials 10.24%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.89%
20,475
+331
52
$1.51M 0.84%
12,818
+268
53
$1.5M 0.84%
7,883
-119
54
$1.39M 0.77%
6,086
-22
55
$1.38M 0.77%
7,755
+381
56
$1.36M 0.76%
21,062
+314
57
$1.34M 0.74%
3,019
+75
58
$1.31M 0.73%
12,475
-33,371
59
$1.18M 0.66%
16,556
+557
60
$1.16M 0.64%
7,145
+134
61
$1.03M 0.58%
5,718
-125
62
$1.03M 0.57%
8,545
-4,252
63
$969K 0.54%
22,231
+2,996
64
$928K 0.52%
5,544
+4,010
65
$839K 0.47%
1,957
+8
66
$626K 0.35%
254
-10
67
$544K 0.3%
4,738
+1,406
68
$368K 0.21%
1,672
-23
69
$363K 0.2%
10,403
+22
70
$356K 0.2%
1,233
+56
71
$321K 0.18%
+5,898
72
$319K 0.18%
+4,931
73
$314K 0.17%
+8,273
74
$310K 0.17%
3,071
-62
75
$305K 0.17%
1,749
+67
1 2
3
4