WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+5.09%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$141M
AUM Growth
+$141M
(-2.1%)
Cap. Flow
-$6.78M
Cap. Flow
% of AUM
-4.81%
Top 10 Holdings %
Top 10 Hldgs %
24.6%
Holding
93
New
5
Increased
23
Reduced
58
Closed
6
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.93M |
| 2 |
AT&T
T
|
$1.33M |
| 3 |
Charles Schwab
SCHW
|
$1.23M |
| 4 |
Electronic Arts
EA
|
$736K |
| 5 |
Kraft Heinz
KHC
|
$434K |
Top Sells
| 1 |
General Motors
GM
|
$1.79M |
| 2 |
Palo Alto Networks
PANW
|
$1.68M |
| 3 |
Adobe
ADBE
|
$1.66M |
| 4 |
Trane Technologies
TT
|
$1.53M |
| 5 |
Carnival Corp
CCL
|
$1.34M |
Sector Composition
| 1 | Financials | 15.69% |
| 2 | Healthcare | 10.9% |
| 3 | Industrials | 10.15% |
| 4 | Technology | 9.87% |
| 5 | Communication Services | 8.82% |
