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
$143M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$56.3K
3
+$53.6K
4
BAC icon
Bank of America
BAC
+$52.8K
5
BIDU icon
Baidu
BIDU
+$44.3K

Top Sells

1
+$731K
2
+$465K
3
+$420K
4
UNP icon
Union Pacific
UNP
+$285K
5
CVS icon
CVS Health
CVS
+$189K

Sector Composition

1 Financials 14.37%
2 Technology 13.05%
3 Healthcare 11.23%
4 Consumer Discretionary 10.33%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.35%
51,983
+629
27
$1.9M 1.32%
4,624
+56
28
$1.9M 1.32%
9,984
+150
29
$1.9M 1.32%
20,362
-37
30
$1.88M 1.31%
57,798
-159
31
$1.87M 1.31%
11,778
+91
32
$1.86M 1.3%
1,065
+10
33
$1.84M 1.29%
11,073
+214
34
$1.83M 1.28%
11,189
-83
35
$1.81M 1.27%
45,054
+828
36
$1.81M 1.26%
13,209
+266
37
$1.79M 1.25%
12,812
+267
38
$1.78M 1.24%
19,584
+355
39
$1.76M 1.23%
4,940
-60
40
$1.72M 1.2%
42,594
+594
41
$1.71M 1.19%
34,391
+695
42
$1.7M 1.19%
13,721
+96
43
$1.69M 1.18%
13,798
+21
44
$1.65M 1.15%
6,206
+8
45
$1.65M 1.15%
9,963
-63
46
$1.62M 1.13%
20,088
+375
47
$1.62M 1.13%
49,203
+703
48
$1.59M 1.11%
19,616
+43
49
$1.55M 1.08%
23,166
+188
50
$1.54M 1.07%
51,210
+1,210
1
2
3 4