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
$212M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.94M
3
+$1.92M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.68M
5
AMD icon
Advanced Micro Devices
AMD
+$804K

Top Sells

1
+$2.17M
2
+$2.05M
3
+$1.86M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.82M
5
LULU icon
lululemon athletica
LULU
+$986K

Sector Composition

1 Technology 18.24%
2 Healthcare 12.39%
3 Financials 11.46%
4 Consumer Discretionary 10.41%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.41%
21,893
-372
27
$2.97M 1.4%
28,387
-49
28
$2.93M 1.38%
13,707
-246
29
$2.92M 1.38%
21,609
-306
30
$2.87M 1.35%
21,755
-27
31
$2.68M 1.26%
53,979
-405
32
$2.68M 1.26%
1,140
+1
33
$2.67M 1.26%
14,542
-37
34
$2.66M 1.26%
14,566
-173
35
$2.65M 1.25%
5,816
+2
36
$2.64M 1.25%
64,076
-1,511
37
$2.62M 1.24%
17,268
-395
38
$2.61M 1.23%
12,309
39
$2.58M 1.22%
11,616
+288
40
$2.55M 1.2%
54,409
+50
41
$2.54M 1.2%
30,668
-24
42
$2.49M 1.17%
43,441
-302
43
$2.46M 1.16%
44,123
+67
44
$2.39M 1.13%
9,663
-18
45
$2.37M 1.12%
12,197
-100
46
$2.35M 1.11%
3,984
47
$2.25M 1.06%
8,280
+47
48
$2.25M 1.06%
9,320
-79
49
$2.25M 1.06%
16,382
+33
50
$2.2M 1.04%
19,801
-428
1
2
3 4