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
$130M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.4M
4
TWTR
Twitter, Inc.
TWTR
+$1.39M
5
NFLX icon
Netflix
NFLX
+$1.34M

Top Sells

1
+$2.28M
2
+$1.8M
3
+$1.73M
4
NVDA icon
NVIDIA
NVDA
+$1.66M
5
AET
Aetna Inc
AET
+$1.56M

Sector Composition

1 Financials 14.03%
2 Healthcare 12.35%
3 Technology 11.94%
4 Consumer Discretionary 9.56%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.38%
52,543
-143
27
$1.78M 1.37%
16,389
-29
28
$1.76M 1.35%
40,586
-192
29
$1.75M 1.34%
19,229
-104
30
$1.75M 1.34%
18,908
-82
31
$1.71M 1.32%
43,476
-256
32
$1.71M 1.31%
4,568
-11
33
$1.7M 1.3%
20,399
+440
34
$1.62M 1.25%
12,545
+18
35
$1.6M 1.23%
11,272
-37
36
$1.59M 1.22%
30,632
-102
37
$1.55M 1.19%
12,943
-23
38
$1.54M 1.19%
11,687
-570
39
$1.52M 1.17%
13,777
-45
40
$1.5M 1.15%
33,696
+310
41
$1.44M 1.11%
51,354
+15,661
42
$1.44M 1.11%
22,978
-156
43
$1.42M 1.09%
10,859
+224
44
$1.4M 1.08%
+6,198
45
$1.39M 1.07%
+48,500
46
$1.39M 1.07%
4,578
-132
47
$1.37M 1.05%
13,625
-374
48
$1.34M 1.03%
+5,000
49
$1.33M 1.02%
12,246
-9
50
$1.32M 1.01%
+42,000
1
2
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