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
$117M
AUM Growth
+$97K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$332K
3
+$109K
4
PANW icon
Palo Alto Networks
PANW
+$103K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80K

Top Sells

1
+$902K
2
+$895K
3
+$635K
4
NBL
Noble Energy, Inc.
NBL
+$409K
5
CXO
CONCHO RESOURCES INC.
CXO
+$343K

Sector Composition

1 Financials 13.77%
2 Healthcare 10.91%
3 Industrials 10.6%
4 Technology 9.91%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.26%
47,564
+736
27
$1.46M 1.25%
19,443
-32
28
$1.46M 1.25%
8,081
+268
29
$1.45M 1.25%
19,183
+335
30
$1.45M 1.24%
14,765
-13
31
$1.43M 1.23%
34,943
+668
32
$1.41M 1.21%
24,628
-787
33
$1.41M 1.21%
13,782
+16
34
$1.41M 1.21%
23,781
+491
35
$1.39M 1.19%
48,886
+1,014
36
$1.38M 1.18%
23,621
+325
37
$1.38M 1.18%
43,810
+873
38
$1.38M 1.18%
19,311
+467
39
$1.37M 1.18%
22,107
+676
40
$1.37M 1.18%
33,204
+566
41
$1.36M 1.17%
19,307
+161
42
$1.36M 1.17%
14,853
+192
43
$1.36M 1.17%
10,734
+146
44
$1.35M 1.16%
23,692
+361
45
$1.35M 1.16%
13,060
+272
46
$1.35M 1.16%
11,800
+267
47
$1.35M 1.16%
29,111
+499
48
$1.34M 1.15%
27,820
+598
49
$1.34M 1.15%
26,407
+485
50
$1.31M 1.13%
28,111
-1,020
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