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
$203M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$168K
3 +$82.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.1K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$63.9K

Top Sells

1 +$232K
2 +$148K
3 +$129K
4
AMZN icon
Amazon
AMZN
+$105K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$102K

Sector Composition

1 Technology 18.97%
2 Healthcare 11.05%
3 Industrials 10.31%
4 Financials 10.28%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$290K 0.14%
3,900
77
$213K 0.11%
1,519
+588
78
$198K 0.1%
350
79
$168K 0.08%
+12,403
80
$106K 0.05%
1,130
81
$104K 0.05%
270
82
$69.8K 0.03%
1,400
83
$63.7K 0.03%
495
84
$59.9K 0.03%
812
85
$55.7K 0.03%
109
86
$49.5K 0.02%
1,220
87
$38.8K 0.02%
266
88
$17.4K 0.01%
566
89
$12.5K 0.01%
75
90
$2.83K ﹤0.01%
15
91
-233