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
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.67M
4
OXY icon
Occidental Petroleum
OXY
+$1.64M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.52M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.4M
5
MDLZ icon
Mondelez International
MDLZ
+$1.32M

Sector Composition

1 Financials 14.73%
2 Technology 11.13%
3 Industrials 10.65%
4 Consumer Discretionary 10.51%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.28%
21,762
-139
27
$1.81M 1.26%
55,293
+1,217
28
$1.79M 1.25%
44,088
-1,535
29
$1.79M 1.24%
45,443
+600
30
$1.79M 1.24%
+32,280
31
$1.77M 1.23%
12,856
-53
32
$1.76M 1.22%
34,482
+434
33
$1.75M 1.22%
61,449
+882
34
$1.73M 1.2%
20,204
+174
35
$1.72M 1.19%
11,932
-157
36
$1.72M 1.19%
9,253
+106
37
$1.71M 1.19%
20,076
+6
38
$1.68M 1.16%
48,906
-948
39
$1.67M 1.16%
+16,281
40
$1.67M 1.16%
+4,830
41
$1.66M 1.15%
6,816
-206
42
$1.66M 1.15%
4,680
43
$1.66M 1.15%
6,816
+39
44
$1.66M 1.15%
24,240
+88
45
$1.65M 1.14%
13,454
+187
46
$1.64M 1.14%
12,939
+241
47
$1.64M 1.14%
+19,635
48
$1.61M 1.12%
20,465
+247
49
$1.6M 1.11%
12,656
-22
50
$1.6M 1.11%
46,467
+703
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