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
$103M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$81.3K
2
+$65.7K
3
+$42.6K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$27K
5
RTX icon
RTX Corp
RTX
+$23.4K

Top Sells

1
+$2M
2
+$1.3M
3
+$1.19M
4
CHK
Chesapeake Energy Corporation
CHK
+$890K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$381K

Sector Composition

1 Financials 13.46%
2 Technology 10.35%
3 Industrials 8.92%
4 Healthcare 7.57%
5 Consumer Staples 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.32%
32,908
-206
27
$1.37M 1.32%
27,878
+89
28
$1.32M 1.28%
32,775
-8
29
$1.31M 1.27%
25,412
-514
30
$1.31M 1.26%
29,585
-54
31
$1.29M 1.25%
49,106
+541
32
$1.28M 1.24%
46,622
+404
33
$1.26M 1.22%
18,682
+91
34
$1.26M 1.22%
13,507
-121
35
$1.26M 1.22%
33,522
+69
36
$1.25M 1.21%
12,295
+17
37
$1.23M 1.19%
10,594
+94
38
$1.23M 1.19%
18,774
-316
39
$1.22M 1.18%
12,626
-41
40
$1.21M 1.17%
44,780
+1,000
41
$1.2M 1.16%
27,533
-1,001
42
$1.17M 1.13%
16,748
+335
43
$1.17M 1.13%
14,546
+78
44
$1.15M 1.12%
8,785
+106
45
$1.13M 1.1%
58,885
+1,097
46
$1.13M 1.09%
13,116
+95
47
$1.13M 1.09%
11,691
+116
48
$1.11M 1.08%
22,171
-126
49
$1.1M 1.07%
4,038
-283
50
$1.1M 1.07%
46,530
-204
1
2
3