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
$123M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$896K
4
ADBE icon
Adobe
ADBE
+$417K
5
PANW icon
Palo Alto Networks
PANW
+$314K

Top Sells

1
+$1.72M
2
+$1.53M
3
+$1.33M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.21M
5
BEN icon
Franklin Resources
BEN
+$1.04M

Sector Composition

1 Financials 13.5%
2 Industrials 11.45%
3 Healthcare 10.41%
4 Consumer Discretionary 8.83%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.34%
21,935
-742
27
$1.64M 1.33%
34,318
-660
28
$1.63M 1.32%
13,273
+142
29
$1.59M 1.29%
45,543
-280
30
$1.56M 1.27%
10,699
-17
31
$1.56M 1.27%
47,762
-782
32
$1.53M 1.25%
24,485
-160
33
$1.52M 1.24%
30,218
-1,053
34
$1.51M 1.23%
8,309
-76
35
$1.49M 1.22%
39,216
-48
36
$1.49M 1.21%
26,879
+209
37
$1.48M 1.21%
49,070
-986
38
$1.48M 1.2%
19,998
-286
39
$1.48M 1.2%
26,839
-475
40
$1.47M 1.19%
+36,037
41
$1.43M 1.17%
13,700
-202
42
$1.43M 1.16%
28,497
-690
43
$1.42M 1.16%
20,613
-403
44
$1.41M 1.15%
19,782
-125
45
$1.41M 1.15%
+8,257
46
$1.39M 1.13%
12,120
-115
47
$1.39M 1.13%
15,203
-41
48
$1.38M 1.13%
15,327
-309
49
$1.38M 1.12%
35,816
-447
50
$1.37M 1.12%
19,266
+219
1
2
3 4