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
$208M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2M
3
+$1.88M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.77M

Top Sells

1
+$11.1M
2
+$2.7M
3
+$1.71M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.6M
5
VZ icon
Verizon
VZ
+$1.37M

Sector Composition

1 Technology 17.7%
2 Financials 13.91%
3 Healthcare 11.63%
4 Consumer Discretionary 10.83%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.02M 2.9%
45,264
-7,208
2
$5.89M 2.84%
44,080
-20
3
$5.79M 2.79%
50,420
+4,792
4
$5.25M 2.53%
103,453
-3,542
5
$4.97M 2.39%
35,123
-1,221
6
$4.96M 2.39%
45,853
+17,365
7
$4.96M 2.39%
90,738
+594
8
$4.88M 2.35%
17,296
+12,880
9
$4.82M 2.32%
29,360
+1,220
10
$4.39M 2.12%
16,878
-666
11
$4.37M 2.11%
38,387
-682
12
$3.77M 1.82%
32,492
-334
13
$3.77M 1.82%
11,108
+202
14
$3.72M 1.79%
4,435
-13,289
15
$3.68M 1.77%
22,486
+620
16
$3.5M 1.69%
14,410
-236
17
$3.41M 1.64%
42,690
-192
18
$3.4M 1.64%
15,250
+672
19
$3.35M 1.62%
5,822
+40
20
$3.16M 1.52%
15,561
+227
21
$3.14M 1.51%
5,142
+20
22
$3.06M 1.48%
11,287
+1,471
23
$3.06M 1.47%
43,895
-889
24
$3.06M 1.47%
28,407
-333
25
$2.99M 1.44%
53,418
+857
1
2 3 4