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
$183M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.76M
3
+$1.72M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.67M
5
MBB icon
iShares MBS ETF
MBB
+$1.4M

Top Sells

1
+$2.25M
2
+$1.65M
3
+$1.57M
4
VMW
VMware, Inc
VMW
+$1.33M
5
MRK icon
Merck
MRK
+$1.29M

Sector Composition

1 Technology 16.04%
2 Financials 14.56%
3 Healthcare 12.32%
4 Consumer Discretionary 10.88%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.48%
11,919
-1,614
27
$2.66M 1.45%
14,068
-192
28
$2.64M 1.44%
9,077
-254
29
$2.64M 1.44%
5,061
-28
30
$2.58M 1.41%
11,904
-155
31
$2.58M 1.41%
66,624
-866
32
$2.53M 1.38%
34,855
-499
33
$2.5M 1.37%
1,073
-10
34
$2.47M 1.35%
37,829
-425
35
$2.46M 1.34%
6,597
-94
36
$2.43M 1.33%
17,545
-289
37
$2.4M 1.31%
51,670
-880
38
$2.37M 1.29%
15,972
-39
39
$2.37M 1.29%
9,506
-145
40
$2.33M 1.28%
32,067
-174
41
$2.32M 1.27%
51,150
-492
42
$2.27M 1.24%
42,390
-1,266
43
$2.22M 1.22%
5,609
+141
44
$2.2M 1.2%
18,642
-359
45
$2.13M 1.16%
16,746
-602
46
$2.12M 1.16%
13,667
-224
47
$2.12M 1.16%
40,938
-27
48
$2.08M 1.14%
4,399
-83
49
$2.08M 1.14%
29,585
-58
50
$2.07M 1.13%
13,095
-57
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2
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