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
$156M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.32M
3
+$438K
4
DEO icon
Diageo
DEO
+$404K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$381K

Top Sells

1
+$4.08M
2
+$2.2M
3
+$1.73M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.6M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.5M

Sector Composition

1 Technology 17.89%
2 Healthcare 13.9%
3 Financials 12.83%
4 Industrials 10.12%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.14%
+2,071
77
– –
-2,356
78
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-23,323
79
– –
-12,201
80
– –
-21,765
81
– –
-18,005
82
– –
-7,894
83
– –
-13,575
84
– –
-20,109
85
– –
-5,385
86
– –
-24,546
1 2 3
4