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
$179M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.93M
3
+$4.88M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.74M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.69M

Top Sells

1
+$4.75M
2
+$4.61M
3
+$4.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.52M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.71M

Sector Composition

1 Technology 15.44%
2 Healthcare 13.55%
3 Financials 12.78%
4 Industrials 10.24%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.17%
1,135
+50
77
$293K 0.16%
3,930
78
$228K 0.13%
500
79
$110K 0.06%
1,130
-48,757
80
$105K 0.06%
+2,059
81
$84K 0.05%
+263
82
$78K 0.04%
+495
83
– –
-14,175
84
– –
-93,417
85
– –
-4,409
86
– –
-50,354
87
– –
-2,071
88
– –
-6,541
1 2 3
4