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
$203M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$168K
3
+$82.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.1K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$63.9K

Top Sells

1
+$232K
2
+$148K
3
+$129K
4
AMZN icon
Amazon
AMZN
+$105K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$102K

Sector Composition

1 Technology 18.97%
2 Healthcare 11.05%
3 Industrials 10.31%
4 Financials 10.28%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.79%
10,339
+60
52
$1.58M 0.78%
8,235
+7
53
$1.44M 0.71%
3,151
+140
54
$1.3M 0.64%
6,049
+283
55
$1.25M 0.62%
8,373
+30
56
$1.13M 0.56%
7,580
+15
57
$1.08M 0.53%
10,601
-999
58
$1.07M 0.53%
23,212
+24
59
$1.02M 0.5%
6,026
+121
60
$884K 0.44%
21,635
-1
61
$799K 0.39%
2,117
62
$747K 0.37%
12,777
-300
63
$685K 0.34%
6,050
-283
64
$644K 0.32%
5,698
+280
65
$612K 0.3%
241
-5
66
$434K 0.21%
1,247
-50
67
$430K 0.21%
1,201
+44
68
$428K 0.21%
9,567
+1,001
69
$426K 0.21%
11,001
+417
70
$378K 0.19%
6,269
+257
71
$358K 0.18%
1,556
-27
72
$347K 0.17%
1,341
+99
73
$336K 0.17%
8,848
+420
74
$335K 0.17%
5,272
+251
75
$331K 0.16%
1,874
+90
1 2
3
4