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
$197M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$853K
3
+$841K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$765K
5
COP icon
ConocoPhillips
COP
+$501K

Top Sells

1
+$11.6M
2
+$6.22M
3
+$1.19M
4
GLD icon
SPDR Gold Trust
GLD
+$549K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$306K

Sector Composition

1 Technology 16.74%
2 Financials 15.09%
3 Healthcare 12.27%
4 Consumer Discretionary 10.56%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.16%
4,157
-128
77
$290K 0.15%
186
+58
78
$258K 0.13%
173
+52
79
$216K 0.11%
+784
80
$213K 0.11%
4,598
+43
81
$206K 0.1%
+4,922
82
$198K 0.1%
500
83
– –
-3,429
84
– –
-987
1 2 3
4