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
$224M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.64M
4
UBER icon
Uber
UBER
+$1.31M
5
SYY icon
Sysco
SYY
+$1.18M

Top Sells

1
+$1.91M
2
+$1.85M
3
+$722K
4
CPNG icon
Coupang
CPNG
+$341K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$137K

Sector Composition

1 Technology 18.56%
2 Financials 12.68%
3 Healthcare 11.67%
4 Consumer Discretionary 10.81%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.42M 2.86%
44,320
+240
2
$6.21M 2.76%
34,946
-177
3
$6.01M 2.68%
45,325
+61
4
$5.69M 2.53%
16,906
-390
5
$5.67M 2.53%
49,736
-684
6
$5.09M 2.27%
100,745
-2,708
7
$5M 2.23%
29,980
+620
8
$4.96M 2.21%
92,058
+1,320
9
$4.96M 2.21%
46,146
+293
10
$4.34M 1.93%
37,860
-527
11
$4.21M 1.88%
8,867
+3,461
12
$4.07M 1.81%
4,440
+5
13
$4M 1.78%
15,485
-76
14
$3.96M 1.77%
42,696
+6
15
$3.81M 1.7%
11,328
+220
16
$3.81M 1.7%
32,765
+273
17
$3.69M 1.65%
14,381
-29
18
$3.58M 1.6%
53,830
+360
19
$3.58M 1.59%
14,189
-199
20
$3.53M 1.57%
21,915
+10,474
21
$3.53M 1.57%
22,265
-221
22
$3.43M 1.53%
6,833
+37
23
$3.43M 1.53%
21,782
+71
24
$3.36M 1.5%
15,510
+260
25
$3.3M 1.47%
5,814
-8
1
2 3 4