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
$121M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$626K
3
+$169K
4
ITW icon
Illinois Tool Works
ITW
+$111K
5
VMW
VMware, Inc
VMW
+$92.3K

Top Sells

1
+$2.24M
2
+$2.12M
3
+$2.09M
4
NOW icon
ServiceNow
NOW
+$2.01M
5
SYY icon
Sysco
SYY
+$1.99M

Sector Composition

1 Financials 13.36%
2 Healthcare 13.12%
3 Technology 12.9%
4 Consumer Discretionary 10.53%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.31%
6,167
-707
27
$1.59M 1.31%
11,877
-244
28
$1.59M 1.31%
18,435
+15
29
$1.58M 1.3%
13,125
-589
30
$1.58M 1.3%
18,117
-795
31
$1.57M 1.29%
39,835
-432
32
$1.49M 1.23%
9,366
-664
33
$1.47M 1.21%
48,936
-1,406
34
$1.43M 1.18%
1,066
-22
35
$1.43M 1.18%
12,824
-239
36
$1.41M 1.16%
14,089
-252
37
$1.4M 1.16%
29,049
-411
38
$1.4M 1.15%
45,067
-853
39
$1.38M 1.14%
10,839
-313
40
$1.37M 1.13%
17,678
-434
41
$1.37M 1.13%
6,122
-189
42
$1.36M 1.12%
15,144
-612
43
$1.33M 1.1%
13,406
-72
44
$1.33M 1.09%
13,547
-665
45
$1.27M 1.04%
57,609
-990
46
$1.24M 1.02%
36,770
-790
47
$1.23M 1.01%
51,910
-1,460
48
$1.21M 1%
22,598
-258
49
$1.18M 0.97%
33,559
-761
50
$1.17M 0.96%
42,756
-1,026
1
2
3 4