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
$103M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$81.3K
2
+$65.7K
3
+$42.6K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$27K
5
RTX icon
RTX Corp
RTX
+$23.4K

Top Sells

1
+$2M
2
+$1.3M
3
+$1.19M
4
CHK
Chesapeake Energy Corporation
CHK
+$890K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$381K

Sector Composition

1 Financials 13.46%
2 Technology 10.35%
3 Industrials 8.92%
4 Healthcare 7.57%
5 Consumer Staples 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 1.03%
12,183
+102
52
$1.06M 1.03%
29,366
-287
53
$1.03M 1%
9,797
+194
54
$1.02M 0.99%
27,976
+280
55
$984K 0.95%
12,615
+134
56
$878K 0.85%
19,495
+3
57
$863K 0.84%
4,338
+214
58
$858K 0.83%
16,758
-1,080
59
$782K 0.76%
7,344
+81
60
$694K 0.67%
18,568
-1,090
61
$616K 0.6%
14,089
-592
62
$224K 0.22%
4,873
-46
63
$212K 0.21%
3,719
-45
64
$192K 0.19%
8,885
+460
65
– –
-45,742
66
– –
-15,518
67
– –
-33,097
68
– –
-315
1 2
3