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
$109M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.18M
3
+$1.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
5
WYNN icon
Wynn Resorts
WYNN
+$1.1M

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.15M
4
PM icon
Philip Morris
PM
+$1.02M
5
ANSS
Ansys
ANSS
+$900K

Sector Composition

1 Technology 13.24%
2 Financials 12.97%
3 Industrials 10.47%
4 Healthcare 9.58%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 1.1%
31,844
+260
52
$1.18M 1.08%
+14,208
53
$1.18M 1.08%
5,314
+83
54
$1.17M 1.07%
46,662
+417
55
$1.16M 1.06%
+3,673
56
$1.16M 1.06%
55,175
+411
57
$1.16M 1.06%
+39,769
58
$1.16M 1.06%
27,842
+354
59
$1.15M 1.05%
32,118
+550
60
$1.15M 1.05%
12,219
-22
61
$1.11M 1.01%
15,242
+235
62
$1.1M 1.01%
12,179
+78
63
$1.1M 1.01%
6,365
+59
64
$1.1M 1.01%
29,241
-22
65
$1.1M 1.01%
+5,309
66
$1.1M 1.01%
47,575
+512
67
$1.09M 1%
41,359
+505
68
$1.09M 1%
24,115
+297
69
$1.08M 0.99%
15,074
+186
70
$1.07M 0.98%
29,505
+796
71
$1.07M 0.98%
27,191
+241
72
$1.01M 0.92%
+8,651
73
$960K 0.88%
16,722
+394
74
$930K 0.85%
21,591
+54
75
$920K 0.84%
19,553
+499
1 2
3
4