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
$222M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.59M
3
+$1.23M
4
HSY icon
Hershey
HSY
+$1.1M
5
MRK icon
Merck
MRK
+$868K

Top Sells

1
+$2.72M
2
+$821K
3
+$636K
4
BAC icon
Bank of America
BAC
+$471K
5
AMZN icon
Amazon
AMZN
+$416K

Sector Composition

1 Technology 20.11%
2 Healthcare 11.35%
3 Financials 10.59%
4 Industrials 10.28%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.6%
13,547
-165
27
$3.46M 1.56%
14,081
-378
28
$3.36M 1.51%
6,390
-235
29
$3.34M 1.5%
76,169
-914
30
$3.33M 1.5%
14,961
-327
31
$3.27M 1.47%
31,043
-702
32
$3.22M 1.45%
21,855
+158
33
$3.2M 1.44%
30,359
-953
34
$3.03M 1.36%
13,416
-527
35
$2.95M 1.33%
11,658
-340
36
$2.84M 1.28%
54,048
-2,106
37
$2.75M 1.24%
14,423
-363
38
$2.68M 1.2%
9,290
-130
39
$2.64M 1.19%
12,582
-271
40
$2.64M 1.19%
38,333
-689
41
$2.39M 1.07%
14,891
+13,372
42
$2.33M 1.05%
13,671
-1,629
43
$2.29M 1.03%
45,346
-1,158
44
$2.24M 1.01%
9,248
-217
45
$2.21M 0.99%
9,532
-131
46
$2.15M 0.97%
8,241
+6
47
$2.14M 0.96%
15,411
-2,036
48
$2.03M 0.91%
44,411
+34,844
49
$2M 0.9%
4,216
-75
50
$1.98M 0.89%
3,727
-456
1
2
3 4