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
$156M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.32M
3
+$438K
4
DEO icon
Diageo
DEO
+$404K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$381K

Top Sells

1
+$4.08M
2
+$2.2M
3
+$1.73M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.6M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.5M

Sector Composition

1 Technology 17.89%
2 Healthcare 13.9%
3 Financials 12.83%
4 Industrials 10.12%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.01M 3.21%
99,937
-81,429
2
$4.82M 3.08%
34,880
+558
3
$4.81M 3.08%
49,887
+984
4
$4.7M 3.01%
45,846
+1,871
5
$4.61M 2.95%
50,354
+4,783
6
$4.6M 2.95%
93,417
+2,474
7
$4.54M 2.9%
35,597
-191
8
$4.41M 2.82%
46,095
+1,555
9
$4.04M 2.58%
17,326
+320
10
$3.98M 2.55%
35,617
+494
11
$3.61M 2.31%
31,924
+1,371
12
$3.44M 2.2%
33,557
+1,286
13
$3.41M 2.18%
6,759
+52
14
$3.08M 1.97%
4,467
+53
15
$3.05M 1.95%
29,741
+1,366
16
$2.93M 1.88%
15,614
+215
17
$2.84M 1.82%
15,979
+378
18
$2.78M 1.78%
14,282
+251
19
$2.75M 1.76%
38,198
+789
20
$2.64M 1.69%
14,365
+317
21
$2.55M 1.63%
14,018
+308
22
$2.5M 1.6%
4,539
+110
23
$2.43M 1.56%
17,364
+377
24
$2.42M 1.55%
55,926
+1,407
25
$2.41M 1.54%
54,340
+900
1
2 3 4