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
$141M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.23M
3
+$736K
4
KHC icon
Kraft Heinz
KHC
+$434K
5
AMAT icon
Applied Materials
AMAT
+$311K

Top Sells

1
+$1.79M
2
+$1.68M
3
+$1.66M
4
TT icon
Trane Technologies
TT
+$1.53M
5
CCL icon
Carnival Corp
CCL
+$1.34M

Sector Composition

1 Financials 15.69%
2 Healthcare 10.9%
3 Industrials 10.15%
4 Technology 9.87%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.36%
21,844
-1,449
27
$1.91M 1.35%
30,734
-1,546
28
$1.9M 1.35%
19,333
-871
29
$1.87M 1.33%
19,762
-1,021
30
$1.87M 1.32%
52,686
-2,607
31
$1.86M 1.32%
44,379
-2,088
32
$1.85M 1.31%
4,579
-251
33
$1.82M 1.29%
58,275
-3,174
34
$1.8M 1.28%
10,933
+1,680
35
$1.8M 1.27%
14,908
+6,109
36
$1.79M 1.27%
13,999
-529
37
$1.75M 1.24%
10,635
-390
38
$1.73M 1.23%
19,708
-757
39
$1.73M 1.23%
4,710
+30
40
$1.73M 1.22%
19,966
-110
41
$1.7M 1.2%
23,134
-1,106
42
$1.68M 1.19%
12,966
-488
43
$1.67M 1.19%
12,527
-412
44
$1.67M 1.18%
33,386
-1,096
45
$1.66M 1.17%
235,640
-11,000
46
$1.61M 1.14%
7,059
+243
47
$1.61M 1.14%
41,659
-2,429
48
$1.6M 1.14%
11,309
-623
49
$1.56M 1.11%
7,686
-727
50
$1.55M 1.1%
18,857
-778
1
2
3 4