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
$146M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.68M
3
+$1.63M
4
MDLZ icon
Mondelez International
MDLZ
+$1.32M
5
DD icon
DuPont de Nemours
DD
+$1.08M

Top Sells

1
+$1.46M
2
+$1.45M
3
+$1.24M
4
BA icon
Boeing
BA
+$264K
5
ABBV icon
AbbVie
ABBV
+$256K

Sector Composition

1 Financials 14.28%
2 Industrials 10.49%
3 Consumer Discretionary 10.45%
4 Technology 10.25%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.23%
12,909
-56
27
$1.78M 1.22%
11,150
-318
28
$1.77M 1.22%
10,406
-90
29
$1.76M 1.21%
+36,058
30
$1.75M 1.2%
34,048
-134
31
$1.75M 1.2%
19,947
-15
32
$1.74M 1.19%
12,698
+24
33
$1.72M 1.18%
20,070
-284
34
$1.71M 1.17%
21,901
-13
35
$1.68M 1.15%
+9,147
36
$1.64M 1.12%
12,089
-77
37
$1.63M 1.12%
+9,692
38
$1.63M 1.12%
44,843
-50
39
$1.61M 1.1%
20,030
+34
40
$1.6M 1.1%
20,218
-97
41
$1.6M 1.1%
4,680
+27
42
$1.58M 1.08%
45,623
-465
43
$1.54M 1.06%
45,764
+235
44
$1.53M 1.05%
14,012
+66
45
$1.52M 1.04%
15,289
+169
46
$1.52M 1.04%
7,022
-146
47
$1.51M 1.04%
23,108
+51
48
$1.51M 1.04%
6,777
-593
49
$1.51M 1.04%
14,291
+69
50
$1.51M 1.04%
49,854
-318
1
2
3 4