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
$203M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$168K
3
+$82.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.1K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$63.9K

Top Sells

1
+$232K
2
+$148K
3
+$129K
4
AMZN icon
Amazon
AMZN
+$105K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$102K

Sector Composition

1 Technology 18.97%
2 Healthcare 11.05%
3 Industrials 10.31%
4 Financials 10.28%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 6.93%
279,834
+61,679
2
$6.31M 3.12%
49,673
-823
3
$6.27M 3.09%
47,894
-440
4
$5.93M 2.92%
34,612
-125
5
$5.69M 2.81%
30,428
-1,238
6
$5.64M 2.78%
61,599
-1,619
7
$5.51M 2.72%
17,445
+10
8
$4.87M 2.4%
69,750
-807
9
$4.75M 2.35%
63,246
-620
10
$4.7M 2.32%
107,454
-1,181
11
$4.51M 2.22%
35,555
-187
12
$4.33M 2.14%
14,433
-82
13
$4.23M 2.09%
50,940
-1,550
14
$3.78M 1.87%
49,792
+815
15
$3.68M 1.82%
1,194
-2
16
$3.65M 1.8%
17,125
-279
17
$3.62M 1.79%
15,755
-294
18
$3.61M 1.78%
35,225
-238
19
$3.47M 1.71%
4,220
-36
20
$3.42M 1.69%
77,083
-272
21
$3.4M 1.68%
17,313
-91
22
$3.39M 1.67%
13,778
-225
23
$3.36M 1.66%
31,745
-98
24
$3.34M 1.65%
6,625
-43
25
$3.32M 1.64%
22,884
-192
1
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