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
$109M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.18M
3
+$1.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
5
WYNN icon
Wynn Resorts
WYNN
+$1.1M

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.15M
4
PM icon
Philip Morris
PM
+$1.02M
5
ANSS
Ansys
ANSS
+$900K

Sector Composition

1 Technology 13.24%
2 Financials 12.97%
3 Industrials 10.47%
4 Healthcare 9.58%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.23%
7,873
+2,885
27
$1.34M 1.23%
21,091
+7
28
$1.34M 1.23%
33,111
-677
29
$1.33M 1.22%
12,840
-151
30
$1.33M 1.22%
17,229
-129
31
$1.33M 1.22%
25,228
-428
32
$1.32M 1.21%
10,370
+34
33
$1.31M 1.2%
27,469
-725
34
$1.3M 1.19%
4,070
-13
35
$1.29M 1.18%
22,883
+201
36
$1.29M 1.18%
18,910
-192
37
$1.29M 1.18%
16,668
-6
38
$1.28M 1.17%
24,086
+174
39
$1.27M 1.16%
+22,572
40
$1.27M 1.16%
16,004
-276
41
$1.25M 1.14%
8,103
+18
42
$1.25M 1.14%
9,584
-25
43
$1.25M 1.14%
12,199
-84
44
$1.24M 1.13%
29,645
-1,016
45
$1.24M 1.13%
15,060
-1,557
46
$1.24M 1.13%
13,885
-52
47
$1.23M 1.12%
9,659
+41
48
$1.23M 1.12%
21,303
-158
49
$1.22M 1.12%
32,245
+500
50
$1.21M 1.11%
30,888
+272
1
2
3 4