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
$192M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.27M
3
+$275K
4
ADBE icon
Adobe
ADBE
+$161K
5
WFC icon
Wells Fargo
WFC
+$157K

Top Sells

1
+$1.39M
2
+$196K
3
+$138K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$129K
5
BAC icon
Bank of America
BAC
+$114K

Sector Composition

1 Technology 17.78%
2 Healthcare 12.67%
3 Financials 10.92%
4 Industrials 10.33%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.55%
31,973
-498
27
$2.92M 1.52%
76,921
+767
28
$2.91M 1.52%
14,467
+43
29
$2.89M 1.5%
17,409
-71
30
$2.84M 1.48%
23,114
-174
31
$2.82M 1.47%
15,141
-28
32
$2.77M 1.44%
12,143
+21
33
$2.77M 1.44%
56,328
+33
34
$2.73M 1.42%
14,080
+238
35
$2.73M 1.42%
13,665
+269
36
$2.66M 1.39%
26,588
+517
37
$2.56M 1.33%
14,928
+177
38
$2.46M 1.28%
12,866
+174
39
$2.42M 1.26%
46,211
-58
40
$2.41M 1.26%
6,259
+417
41
$2.39M 1.24%
4,147
+59
42
$2.3M 1.2%
16,630
+99
43
$2.22M 1.15%
8,991
-21
44
$2.19M 1.14%
9,059
-22
45
$2.13M 1.11%
9,434
+56
46
$2.1M 1.09%
21,462
+400
47
$2.09M 1.09%
47,141
+191
48
$2.03M 1.05%
38,684
+777
49
$1.92M 1%
9,637
+154
50
$1.83M 0.95%
63,836
-3,974
1
2
3 4