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
$181M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$446K
3
+$72.9K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$65.2K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$59K

Top Sells

1
+$367K
2
+$143K
3
+$104K
4
PANW icon
Palo Alto Networks
PANW
+$74.3K
5
MELI icon
Mercado Libre
MELI
+$73.8K

Sector Composition

1 Technology 16.12%
2 Financials 15.32%
3 Healthcare 11.42%
4 Consumer Discretionary 11.15%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.48M 3.59%
54,793
-124
2
$6.26M 3.47%
45,353
+427
3
$5.8M 3.21%
114,168
-2,051
4
$5.08M 2.82%
38,312
-1,075
5
$4.89M 2.71%
88,674
+1,182
6
$4.58M 2.54%
28,140
-60
7
$4.41M 2.44%
18,813
-289
8
$3.96M 2.19%
17,814
-81
9
$3.85M 2.13%
32,835
+451
10
$3.85M 2.13%
43,880
+160
11
$3.35M 1.85%
4,640
-65
12
$3.19M 1.77%
14,584
+51
13
$3.15M 1.74%
13,533
-158
14
$3.08M 1.71%
28,484
+503
15
$3.02M 1.67%
11,045
+66
16
$2.99M 1.65%
11,500
-243
17
$2.95M 1.63%
5,891
-72
18
$2.94M 1.63%
40,852
-190
19
$2.93M 1.62%
14,080
+101
20
$2.91M 1.61%
22,903
-21
21
$2.81M 1.56%
17,507
-158
22
$2.75M 1.52%
5,089
+18
23
$2.74M 1.52%
52,289
+28
24
$2.59M 1.43%
43,656
-1,254
25
$2.56M 1.42%
12,059
-33
1
2 3 4