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
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$697K
3
+$423K
4
WDAY icon
Workday
WDAY
+$180K
5
UNH icon
UnitedHealth
UNH
+$169K

Top Sells

1
+$1.51M
2
+$1.42M
3
+$925K
4
PYPL icon
PayPal
PYPL
+$678K
5
DEO icon
Diageo
DEO
+$565K

Sector Composition

1 Technology 21.18%
2 Financials 10.57%
3 Healthcare 10.44%
4 Consumer Discretionary 8.47%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart
WMT
$847B
$3.4M 1.52%
50,257
-784
CRM icon
27
Salesforce
CRM
$243B
$3.39M 1.51%
13,194
+357
ADBE icon
28
Adobe
ADBE
$148B
$3.36M 1.5%
6,049
+291
BLK icon
29
Blackrock
BLK
$175B
$3.3M 1.47%
4,194
+40
UNH icon
30
UnitedHealth
UNH
$326B
$3.26M 1.46%
6,405
+332
CB icon
31
Chubb
CB
$107B
$3.25M 1.45%
12,736
-21
LOW icon
32
Lowe's Companies
LOW
$138B
$3.2M 1.43%
14,527
+369
UNP icon
33
Union Pacific
UNP
$134B
$3.11M 1.39%
13,755
+263
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$3.02M 1.35%
28,872
+449
CMCSA icon
35
Comcast
CMCSA
$108B
$2.99M 1.34%
76,376
+3,569
AMGN icon
36
Amgen
AMGN
$162B
$2.87M 1.28%
9,198
+416
TRV icon
37
Travelers Companies
TRV
$60.1B
$2.77M 1.24%
13,618
-59
SCHW icon
38
Charles Schwab
SCHW
$173B
$2.69M 1.2%
36,543
+162
HON icon
39
Honeywell
HON
$133B
$2.63M 1.17%
12,322
+306
TXN icon
40
Texas Instruments
TXN
$157B
$2.5M 1.12%
12,877
-34
TMUS icon
41
T-Mobile US
TMUS
$248B
$2.5M 1.11%
14,172
+58
STZ icon
42
Constellation Brands
STZ
$24.8B
$2.35M 1.05%
9,126
+391
KR icon
43
Kroger
KR
$44.8B
$2.24M 1%
44,770
+2,661
AMD icon
44
Advanced Micro Devices
AMD
$381B
$2.2M 0.98%
13,588
+237
CSCO icon
45
Cisco
CSCO
$278B
$2.08M 0.93%
43,869
+646
UBER icon
46
Uber
UBER
$197B
$2.08M 0.93%
28,658
+5,818
BAC icon
47
Bank of America
BAC
$378B
$2.06M 0.92%
51,870
+1,398
FANG icon
48
Diamondback Energy
FANG
$41B
$1.97M 0.88%
9,841
+243
TMO icon
49
Thermo Fisher Scientific
TMO
$211B
$1.96M 0.87%
3,539
+18
IQV icon
50
IQVIA
IQV
$37.4B
$1.93M 0.86%
9,110
+111
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