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
$162M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.25M
3
+$1.05M
4
LLY icon
Eli Lilly
LLY
+$1M
5
MBB icon
iShares MBS ETF
MBB
+$836K

Top Sells

1
+$257K
2
+$198K
3
+$100K
4
ITW icon
Illinois Tool Works
ITW
+$89.7K
5
MELI icon
Mercado Libre
MELI
+$84.5K

Sector Composition

1 Technology 16.44%
2 Financials 13.52%
3 Consumer Discretionary 11.89%
4 Healthcare 11.88%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.36%
22,924
+266
27
$2.17M 1.34%
41,042
+205
28
$2.09M 1.29%
6,713
+11
29
$2.05M 1.27%
9,390
+18
30
$2.03M 1.26%
14,246
+91
31
$1.99M 1.23%
12,092
+179
32
$1.98M 1.22%
19,003
+190
33
$1.93M 1.19%
10,231
+46
34
$1.92M 1.19%
15,417
+228
35
$1.92M 1.19%
52,620
+220
36
$1.85M 1.14%
1,082
+14
37
$1.84M 1.14%
13,278
+104
38
$1.84M 1.14%
18,018
+328
39
$1.83M 1.13%
13,879
+304
40
$1.83M 1.13%
44,910
+1,794
41
$1.83M 1.13%
5,468
+163
42
$1.77M 1.09%
29,573
+280
43
$1.75M 1.08%
17,365
+1,142
44
$1.71M 1.06%
18,297
+112
45
$1.62M 1%
67,260
+16,906
46
$1.61M 1%
8,511
+132
47
$1.61M 1%
40,857
+655
48
$1.54M 0.95%
11,215
+250
49
$1.52M 0.94%
13,131
+271
50
$1.51M 0.93%
13,650
+7,568
1
2
3 4