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
$142M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.64M
3
+$1.64M
4
PWR icon
Quanta Services
PWR
+$1.6M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.27M
4
RTX icon
RTX Corp
RTX
+$1.12M
5
WFC icon
Wells Fargo
WFC
+$946K

Sector Composition

1 Technology 15.99%
2 Financials 14.89%
3 Consumer Discretionary 11.85%
4 Healthcare 11.6%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.42%
+10,185
27
$1.98M 1.39%
6,702
-23
28
$1.88M 1.32%
40,202
+367
29
$1.8M 1.26%
14,155
+66
30
$1.77M 1.24%
9,372
+6
31
$1.74M 1.22%
13,174
+49
32
$1.73M 1.21%
18,813
+30
33
$1.72M 1.21%
11,913
+36
34
$1.7M 1.19%
1,068
+2
35
$1.65M 1.16%
52,400
+490
36
$1.65M 1.16%
43,116
+360
37
$1.64M 1.15%
+11,710
38
$1.64M 1.15%
+32,024
39
$1.64M 1.15%
5,305
-862
40
$1.63M 1.14%
12,860
+36
41
$1.62M 1.14%
29,293
+244
42
$1.6M 1.12%
+40,837
43
$1.57M 1.1%
13,575
+28
44
$1.55M 1.09%
18,185
+68
45
$1.55M 1.09%
17,690
+12
46
$1.53M 1.07%
13,421
+15
47
$1.47M 1.03%
10,965
+126
48
$1.47M 1.03%
15,189
+45
49
$1.47M 1.03%
+8,379
50
$1.45M 1.01%
6,191
+69
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