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
$108M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.26M
3
+$1.39M
4
GM icon
General Motors
GM
+$1.27M
5
LOW icon
Lowe's Companies
LOW
+$1.27M

Top Sells

1
+$9.16M
2
+$7.4M
3
+$785K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$212K
5
CVX icon
Chevron
CVX
+$155K

Sector Composition

1 Financials 13.68%
2 Healthcare 9.9%
3 Technology 9.85%
4 Industrials 9.78%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.26%
15,103
-95
27
$1.36M 1.26%
10,402
-66
28
$1.33M 1.23%
25,942
+18
29
$1.3M 1.2%
29,380
-205
30
$1.28M 1.18%
19,090
-135
31
$1.27M 1.18%
12,310
+15
32
$1.27M 1.18%
13,489
-18
33
$1.27M 1.17%
25,648
+236
34
$1.27M 1.17%
+42,284
35
$1.27M 1.17%
+18,378
36
$1.27M 1.17%
27,514
-19
37
$1.26M 1.16%
12,636
+10
38
$1.25M 1.15%
+18,307
39
$1.24M 1.15%
29,570
-13
40
$1.22M 1.13%
46,610
-12
41
$1.21M 1.12%
22,257
-135
42
$1.2M 1.11%
+44,568
43
$1.2M 1.1%
49,444
+338
44
$1.19M 1.1%
33,028
+253
45
$1.19M 1.1%
+44,542
46
$1.18M 1.09%
18,615
-159
47
$1.17M 1.08%
+12,854
48
$1.15M 1.06%
29,380
+14
49
$1.14M 1.06%
10,613
+19
50
$1.14M 1.06%
14,404
-142
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2
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