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
$204M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$1M
3
+$744K
4
KR icon
Kroger
KR
+$403K
5
FI icon
Fiserv
FI
+$154K

Top Sells

1
+$2.66M
2
+$2.22M
3
+$2.09M
4
MDT icon
Medtronic
MDT
+$1.51M
5
USB icon
US Bancorp
USB
+$730K

Sector Composition

1 Technology 20.16%
2 Healthcare 11.18%
3 Industrials 10.65%
4 Financials 10.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1.57%
6,668
-2
27
$3.2M 1.57%
17,404
-5
28
$3.16M 1.55%
4,574
+30
29
$3.08M 1.51%
6,309
+50
30
$3.06M 1.5%
4,256
-39
31
$3M 1.47%
12,085
-58
32
$2.96M 1.46%
14,484
+17
33
$2.94M 1.44%
56,046
-282
34
$2.9M 1.43%
13,753
+88
35
$2.75M 1.35%
15,276
+135
36
$2.71M 1.33%
14,048
-32
37
$2.67M 1.31%
12,875
+9
38
$2.57M 1.26%
14,817
-111
39
$2.48M 1.22%
21,789
+327
40
$2.41M 1.18%
46,603
+392
41
$2.33M 1.14%
9,467
+33
42
$2.2M 1.08%
38,856
+172
43
$2.19M 1.07%
4,191
+44
44
$2.17M 1.07%
9,672
+35
45
$2.1M 1.03%
9,452
+393
46
$2.1M 1.03%
17,425
+795
47
$1.92M 0.94%
66,976
+3,140
48
$1.9M 0.94%
11,505
+195
49
$1.82M 0.89%
4,106
-180
50
$1.74M 0.85%
8,228
+155
1
2
3 4