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
$208M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2M
3
+$1.88M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.77M

Top Sells

1
+$11.1M
2
+$2.7M
3
+$1.71M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.6M
5
VZ icon
Verizon
VZ
+$1.37M

Sector Composition

1 Technology 17.7%
2 Financials 13.91%
3 Healthcare 11.63%
4 Consumer Discretionary 10.83%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.22%
2,078
-133
77
$450K 0.22%
6,862
-218
78
$446K 0.21%
20,145
-145
79
$430K 0.21%
+6,230
80
$409K 0.2%
241
+68
81
$362K 0.17%
1,750
-8,280
82
$341K 0.16%
12,252
+7,330
83
$320K 0.15%
+955
84
$312K 0.15%
186
85
$260K 0.13%
3,997
-160
86
$225K 0.11%
500
87
$188K 0.09%
+1,346
88
$165K 0.08%
+2,104
89
$120K 0.06%
+233
90
– –
-11,896
91
– –
-4,598
92
– –
-784
93
– –
-7,947
94
– –
-24,410
1 2 3
4