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
$179M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.93M
3
+$4.88M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.74M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.69M

Top Sells

1
+$4.75M
2
+$4.61M
3
+$4.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.52M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.71M

Sector Composition

1 Technology 15.44%
2 Healthcare 13.55%
3 Financials 12.78%
4 Industrials 10.24%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.32M 3.52%
+65,980
2
$5.31M 2.96%
105,888
+5,951
3
$4.93M 2.75%
+68,665
4
$4.88M 2.72%
+107,198
5
$4.82M 2.69%
33,835
-1,762
6
$4.74M 2.64%
+62,977
7
$4.64M 2.59%
35,838
+221
8
$4.53M 2.52%
34,840
-40
9
$4.19M 2.33%
17,453
+127
10
$4.18M 2.33%
47,403
+1,308
11
$4.17M 2.32%
49,583
+17,659
12
$3.7M 2.06%
35,062
+1,505
13
$3.69M 2.06%
+47,618
14
$3.54M 1.97%
6,671
-88
15
$3.43M 1.91%
14,300
-65
16
$3.36M 1.87%
16,162
+183
17
$3.26M 1.82%
31,260
+1,519
18
$3.16M 1.76%
37,907
-291
19
$3.15M 1.76%
4,447
-92
20
$3.14M 1.75%
4,347
-120
21
$3.11M 1.73%
15,630
+16
22
$3.07M 1.71%
22,877
+115
23
$3.05M 1.7%
13,842
-176
24
$3.02M 1.68%
54,010
-330
25
$2.99M 1.66%
14,424
+142
1
2 3 4