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
$116M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.26M
4
TT icon
Trane Technologies
TT
+$1.19M
5
WHR icon
Whirlpool
WHR
+$1.15M

Top Sells

1
+$1.12M
2
+$1.1M
3
+$1.03M
4
CMI icon
Cummins
CMI
+$963K
5
EOG icon
EOG Resources
EOG
+$958K

Sector Composition

1 Financials 13.93%
2 Healthcare 10.98%
3 Industrials 9.84%
4 Technology 9.38%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.27%
27,222
+1,280
27
$1.47M 1.27%
12,618
+308
28
$1.46M 1.25%
42,937
+653
29
$1.46M 1.25%
7,702
-2
30
$1.46M 1.25%
12,897
+261
31
$1.44M 1.24%
33,176
+651
32
$1.43M 1.23%
18,848
+470
33
$1.42M 1.22%
23,296
+395
34
$1.39M 1.2%
25,415
-233
35
$1.38M 1.19%
23,331
+1,074
36
$1.38M 1.18%
13,766
+277
37
$1.34M 1.15%
32,638
+392
38
$1.32M 1.13%
+19,537
39
$1.31M 1.13%
30,549
+979
40
$1.31M 1.12%
+25,922
41
$1.3M 1.12%
47,872
+1,262
42
$1.3M 1.12%
14,778
+374
43
$1.28M 1.1%
19,146
+531
44
$1.27M 1.09%
12,788
-66
45
$1.27M 1.09%
49,364
-80
46
$1.26M 1.08%
18,844
+537
47
$1.26M 1.08%
+41,142
48
$1.25M 1.08%
34,275
+1,247
49
$1.25M 1.07%
45,997
+1,429
50
$1.24M 1.06%
28,612
+1,098
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2
3 4