WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+11.18%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$222M
AUM Growth
+$222M
(+9.7%)
Cap. Flow
-$1.18M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
29.42%
Holding
101
New
10
Increased
20
Reduced
57
Closed
1
Top Buys
| 1 |
T-Mobile US
TMUS
|
$2.14M |
| 2 |
Kroger
KR
|
$1.59M |
| 3 |
Becton Dickinson
BDX
|
$1.23M |
| 4 |
Hershey
HSY
|
$1.1M |
| 5 |
Merck
MRK
|
$868K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.72M |
| 2 |
Johnson & Johnson
JNJ
|
$821K |
| 3 |
Diageo
DEO
|
$636K |
| 4 |
Bank of America
BAC
|
$471K |
| 5 |
Amazon
AMZN
|
$416K |
Sector Composition
| 1 | Technology | 20.11% |
| 2 | Healthcare | 11.35% |
| 3 | Financials | 10.59% |
| 4 | Industrials | 10.28% |
| 5 | Consumer Discretionary | 8.65% |
