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
$111M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$990K
4
CPRI icon
Capri Holdings
CPRI
+$950K
5
NBR icon
Nabors Industries
NBR
+$860K

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.07M
4
SYT
Syngenta Ag
SYT
+$910K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 12.64%
2 Financials 12.63%
3 Healthcare 9.83%
4 Industrials 9.79%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.19%
12,713
-127
27
$1.33M 1.19%
28,761
-884
28
$1.32M 1.19%
22,951
+68
29
$1.32M 1.19%
10,406
+36
30
$1.32M 1.19%
10,913
+2,262
31
$1.31M 1.18%
55,325
+150
32
$1.3M 1.17%
24,508
-720
33
$1.29M 1.16%
20,915
-176
34
$1.28M 1.15%
21,374
+71
35
$1.28M 1.15%
26,884
-585
36
$1.27M 1.14%
32,407
+162
37
$1.26M 1.13%
13,600
-285
38
$1.25M 1.12%
32,680
-431
39
$1.23M 1.1%
3,722
+49
40
$1.22M 1.1%
56,726
-3,098
41
$1.21M 1.09%
18,691
-219
42
$1.21M 1.09%
11,983
-1,045
43
$1.2M 1.08%
31,012
+124
44
$1.2M 1.08%
32,442
+324
45
$1.2M 1.08%
12,273
+74
46
$1.19M 1.07%
21,651
-921
47
$1.19M 1.07%
15,990
-14
48
$1.19M 1.07%
40,987
-372
49
$1.17M 1.05%
46,221
-441
50
$1.16M 1.04%
39,729
-40
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2
3 4