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
$128M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$592K
3
+$480K
4
CVS icon
CVS Health
CVS
+$363K
5
EOG icon
EOG Resources
EOG
+$273K

Top Sells

1
+$1.49M
2
+$799K
3
+$668K
4
AAPL icon
Apple
AAPL
+$510K
5
IP icon
International Paper
IP
+$470K

Sector Composition

1 Financials 13.34%
2 Healthcare 11.38%
3 Industrials 10.95%
4 Consumer Discretionary 8.75%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.27%
48,021
-1,049
27
$1.61M 1.26%
45,654
+111
28
$1.61M 1.26%
24,705
+220
29
$1.61M 1.26%
37,980
-4,980
30
$1.6M 1.25%
13,495
+220
31
$1.59M 1.24%
35,165
+951
32
$1.59M 1.24%
19,723
+457
33
$1.57M 1.23%
17,711
-4,056
34
$1.57M 1.22%
13,019
-254
35
$1.52M 1.18%
27,243
+404
36
$1.51M 1.18%
12,638
-2,459
37
$1.5M 1.17%
62,526
-27,825
38
$1.49M 1.16%
13,318
-382
39
$1.48M 1.15%
48,118
+356
40
$1.47M 1.14%
8,411
+154
41
$1.46M 1.14%
27,614
+524
42
$1.45M 1.13%
4,645
+136
43
$1.45M 1.13%
21,940
-5,006
44
$1.45M 1.13%
44,522
+759
45
$1.44M 1.13%
8,427
+118
46
$1.44M 1.12%
20,369
-244
47
$1.41M 1.1%
28,471
-26
48
$1.39M 1.09%
19,013
-547
49
$1.39M 1.08%
17,044
-4,891
50
$1.37M 1.07%
11,872
-88
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