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
$111M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$990K
4
CPRI icon
Capri Holdings
CPRI
+$950K
5
NBR icon
Nabors Industries
NBR
+$860K

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.07M
4
SYT
Syngenta Ag
SYT
+$910K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 12.64%
2 Financials 12.63%
3 Healthcare 9.83%
4 Industrials 9.79%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 1.04%
27,986
+144
52
$1.16M 1.04%
12,445
+226
53
$1.15M 1.03%
+44,961
54
$1.15M 1.03%
6,370
+5
55
$1.15M 1.03%
9,210
-986
56
$1.14M 1.02%
16,784
+116
57
$1.13M 1.01%
9,813
+154
58
$1.13M 1.01%
+13,644
59
$1.12M 1.01%
11,326
-730
60
$1.12M 1.01%
14,791
-269
61
$1.11M 1%
9,335
-249
62
$1.11M 1%
29,453
+212
63
$1.11M 1%
16,865
+143
64
$1.1M 0.99%
17,448
+219
65
$1.08M 0.97%
8,255
+152
66
$1.07M 0.96%
31,504
-340
67
$1.07M 0.96%
48,188
+613
68
$1.04M 0.93%
15,100
+26
69
$1.03M 0.93%
27,865
+674
70
$1.02M 0.92%
15,493
+251
71
$1M 0.9%
12,264
+85
72
$990K 0.89%
+38,000
73
$950K 0.85%
+13,314
74
$950K 0.85%
24,433
+318
75
$940K 0.84%
9,082
+307
1 2
3
4