WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
-1.01%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$203M
AUM Growth
+$203M
(-0.48%)
Cap. Flow
+$2.29M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
31.44%
Holding
92
New
1
Increased
28
Reduced
47
Closed
1
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.1M |
| 2 |
VanEck Vietnam ETF
VNM
|
$168K |
| 3 |
T-Mobile US
TMUS
|
$82.3K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$79.1K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$63.9K |
Top Sells
| 1 |
Quanta Services
PWR
|
$232K |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$148K |
| 3 |
Broadcom
AVGO
|
$129K |
| 4 |
Amazon
AMZN
|
$105K |
| 5 |
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% |
