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
$224M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.64M
4
UBER icon
Uber
UBER
+$1.31M
5
SYY icon
Sysco
SYY
+$1.18M

Top Sells

1
+$1.91M
2
+$1.85M
3
+$722K
4
CPNG icon
Coupang
CPNG
+$341K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$137K

Sector Composition

1 Technology 18.56%
2 Financials 12.68%
3 Healthcare 11.67%
4 Consumer Discretionary 10.81%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.24%
1,360
77
$509K 0.23%
20,145
78
$494K 0.22%
18,557
79
$468K 0.21%
6,862
80
$464K 0.21%
2,085
+7
81
$444K 0.2%
329
+143
82
$443K 0.2%
1,291
+336
83
$409K 0.18%
1,657
-93
84
$288K 0.13%
3,997
85
$284K 0.13%
500
86
$276K 0.12%
463
+230
87
$273K 0.12%
1,667
+321
88
$174K 0.08%
+791
89
$115K 0.05%
+500
90
– –
-12,205
91
– –
-12,252
92
– –
-48,385
93
– –
-12,786
1 2 3
4