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
$172M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.91M
3
+$1.73M
4
ZBRA icon
Zebra Technologies
ZBRA
+$1.5M
5
FANG icon
Diamondback Energy
FANG
+$1.48M

Top Sells

1
+$4.28M
2
+$2.92M
3
+$2.61M
4
MCD icon
McDonald's
MCD
+$2.39M
5
LLY icon
Eli Lilly
LLY
+$2.11M

Sector Composition

1 Technology 16.06%
2 Healthcare 12.62%
3 Financials 11.59%
4 Industrials 9.62%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.38%
37,409
-31
27
$2.36M 1.38%
14,048
-53
28
$2.31M 1.35%
16,987
-115
29
$2.27M 1.32%
14,765
+223
30
$2.23M 1.3%
9,152
-168
31
$2.22M 1.3%
8,729
+449
32
$2.21M 1.29%
54,519
+540
33
$2.2M 1.28%
23,323
+6,941
34
$2.2M 1.28%
31,494
+826
35
$2.2M 1.28%
6,004
+188
36
$2.2M 1.28%
17,427
+159
37
$2.18M 1.27%
4,011
+27
38
$2.17M 1.26%
55,235
+826
39
$2.16M 1.26%
12,453
+256
40
$2.12M 1.24%
9,096
-45
41
$2.01M 1.17%
1,149
+9
42
$2.01M 1.17%
22,069
+314
43
$1.99M 1.16%
63,782
-294
44
$1.97M 1.15%
+9,073
45
$1.95M 1.13%
16,376
+115
46
$1.91M 1.11%
+4,963
47
$1.9M 1.1%
44,455
+332
48
$1.89M 1.1%
10,672
-275
49
$1.77M 1.03%
42,576
-865
50
$1.77M 1.03%
19,698
-103
1
2
3 4