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
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$414K
3
+$367K
4
FANG icon
Diamondback Energy
FANG
+$239K
5
FDX icon
FedEx
FDX
+$158K

Top Sells

1
+$1.45M
2
+$1.4M
3
+$1.19M
4
OXY icon
Occidental Petroleum
OXY
+$735K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$716K

Sector Composition

1 Financials 14.55%
2 Technology 12.55%
3 Healthcare 10.78%
4 Consumer Discretionary 10.44%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.42%
18,736
-23
27
$2.06M 1.42%
6,940
-75
28
$2.05M 1.41%
14,113
+1,084
29
$2.05M 1.41%
12,132
+3
30
$2.04M 1.4%
10,236
-24
31
$2.03M 1.39%
49,171
-434
32
$2.02M 1.39%
16,261
-149
33
$2.01M 1.38%
11,299
-3
34
$2M 1.38%
13,470
-18
35
$2M 1.37%
40,417
-209
36
$1.99M 1.37%
10,300
-27
37
$1.99M 1.37%
51,106
-870
38
$1.92M 1.32%
15,915
-43
39
$1.91M 1.32%
14,362
-21
40
$1.91M 1.31%
13,912
-34
41
$1.87M 1.29%
23,573
-86
42
$1.86M 1.28%
14,393
+54
43
$1.83M 1.26%
11,181
-45
44
$1.77M 1.21%
6,394
-10
45
$1.69M 1.16%
59,073
-7
46
$1.67M 1.15%
19,413
-113
47
$1.62M 1.12%
29,489
+9
48
$1.57M 1.08%
46,116
-277
49
$1.56M 1.07%
6,314
+36
50
$1.53M 1.05%
7,402
+19
1
2
3 4