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
$144M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$936K
4
EA icon
Electronic Arts
EA
+$894K
5
PXD
Pioneer Natural Resource Co.
PXD
+$569K

Top Sells

1
+$1.92M
2
+$1.38M
3
+$1.16M
4
BHF icon
Brighthouse Financial
BHF
+$129K
5
MAR icon
Marriott International
MAR
+$26.2K

Sector Composition

1 Financials 14.94%
2 Industrials 12%
3 Technology 9.93%
4 Consumer Discretionary 9.49%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.28%
19,962
+234
27
$1.85M 1.28%
12,674
+146
28
$1.84M 1.27%
44,893
+51
29
$1.82M 1.26%
10,496
+107
30
$1.82M 1.26%
13,396
+167
31
$1.8M 1.25%
47,012
+278
32
$1.78M 1.23%
12,166
+158
33
$1.78M 1.23%
20,354
+207
34
$1.76M 1.22%
+21,914
35
$1.73M 1.2%
7,370
+9
36
$1.71M 1.18%
9,463
+717
37
$1.69M 1.17%
46,088
-62
38
$1.69M 1.17%
15,961
+575
39
$1.67M 1.16%
13,946
+326
40
$1.67M 1.15%
14,222
+916
41
$1.66M 1.15%
27,410
+397
42
$1.63M 1.13%
20,315
+255
43
$1.61M 1.12%
19,996
+713
44
$1.61M 1.11%
4,653
+20
45
$1.6M 1.11%
15,120
+374
46
$1.58M 1.1%
12,655
+176
47
$1.56M 1.08%
45,529
+1,453
48
$1.53M 1.06%
23,057
+2,908
49
$1.5M 1.04%
4,710
+587
50
$1.5M 1.04%
16,778
+248
1
2
3 4