WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+7.85%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$204M
AUM Growth
+$204M
(+6%)
Cap. Flow
-$967K
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
31.07%
Holding
97
New
9
Increased
40
Reduced
31
Closed
6
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.6M |
| 2 |
Uber
UBER
|
$1M |
| 3 |
Wells Fargo
WFC
|
$744K |
| 4 |
Kroger
KR
|
$403K |
| 5 |
Fiserv
FI
|
$154K |
Top Sells
| 1 |
Walt Disney
DIS
|
$2.66M |
| 2 |
Estee Lauder
EL
|
$2.22M |
| 3 |
eBay
EBAY
|
$2.09M |
| 4 |
Medtronic
MDT
|
$1.51M |
| 5 |
US Bancorp
USB
|
$730K |
Sector Composition
| 1 | Technology | 20.16% |
| 2 | Healthcare | 11.18% |
| 3 | Industrials | 10.65% |
| 4 | Financials | 10.58% |
| 5 | Consumer Discretionary | 8.47% |
