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
$159M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.57M
3
+$1.39M
4
CXO
CONCHO RESOURCES INC.
CXO
+$417K
5
SCHW icon
Charles Schwab
SCHW
+$392K

Top Sells

1
+$1.48M
2
+$239K
3
+$107K
4
AAPL icon
Apple
AAPL
+$61.4K
5
WMT icon
Walmart
WMT
+$46.3K

Sector Composition

1 Financials 14.53%
2 Technology 13.84%
3 Healthcare 12.37%
4 Consumer Discretionary 10.42%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.39%
6,785
-14
27
$2.21M 1.39%
18,420
-316
28
$2.2M 1.39%
18,912
-920
29
$2.15M 1.35%
12,121
-11
30
$2.12M 1.33%
14,009
-104
31
$2.09M 1.32%
6,347
-47
32
$2.09M 1.32%
18,971
+67
33
$2.09M 1.31%
34,320
-361
34
$2.07M 1.31%
10,030
-206
35
$2.06M 1.3%
14,212
-150
36
$2.03M 1.28%
13,063
-46
37
$2.02M 1.27%
6,854
-21
38
$2.01M 1.26%
+7,109
39
$1.99M 1.25%
23,255
-318
40
$1.93M 1.22%
40,267
-150
41
$1.88M 1.18%
11,152
-29
42
$1.87M 1.18%
13,714
-198
43
$1.86M 1.17%
4,943
+21
44
$1.85M 1.16%
13,478
+8
45
$1.84M 1.16%
14,341
-52
46
$1.82M 1.15%
50,342
-764
47
$1.81M 1.14%
19,221
-192
48
$1.79M 1.13%
37,560
+8,253
49
$1.76M 1.11%
32,815
+2,680
50
$1.73M 1.09%
58,599
-474
1
2
3 4