WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+1.94%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$224M
AUM Growth
+$224M
(+1%)
Cap. Flow
-$289K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
31.77%
Holding
114
New
8
Increased
48
Reduced
35
Closed
10
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.04M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$697K |
| 3 |
Uber
UBER
|
$423K |
| 4 |
Workday
WDAY
|
$180K |
| 5 |
UnitedHealth
UNH
|
$169K |
Top Sells
| 1 |
Becton Dickinson
BDX
|
$1.51M |
| 2 |
Boeing
BA
|
$1.42M |
| 3 |
Johnson & Johnson
JNJ
|
$925K |
| 4 |
PayPal
PYPL
|
$678K |
| 5 |
Diageo
DEO
|
$565K |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Financials | 10.57% |
| 3 | Healthcare | 10.44% |
| 4 | Consumer Discretionary | 8.47% |
| 5 | Industrials | 8.46% |
