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
$108M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.26M
3
+$1.39M
4
GM icon
General Motors
GM
+$1.27M
5
LOW icon
Lowe's Companies
LOW
+$1.27M

Top Sells

1
+$9.16M
2
+$7.4M
3
+$785K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$212K
5
CVX icon
Chevron
CVX
+$155K

Sector Composition

1 Financials 13.68%
2 Healthcare 9.9%
3 Technology 9.85%
4 Industrials 9.78%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 1.04%
3,850
+20
52
$1.1M 1.02%
4,420
+382
53
$1.1M 1.01%
+19,415
54
$1.06M 0.98%
7,704
+3,366
55
$1.03M 0.95%
+3,794
56
$1.01M 0.94%
14,718
+1,602
57
$1.01M 0.93%
22,901
+730
58
$1M 0.93%
+11,142
59
$968K 0.89%
18,862
+180
60
$963K 0.89%
8,871
+86
61
$958K 0.89%
13,163
+980
62
$957K 0.88%
17,096
+348
63
$952K 0.88%
+12,002
64
$924K 0.85%
+15,600
65
$901K 0.83%
+15,273
66
$887K 0.82%
27,935
-41
67
$861K 0.8%
+37,097
68
$848K 0.78%
18,541
+1,783
69
$844K 0.78%
23,591
+4,096
70
$836K 0.77%
13,839
+1,224
71
$820K 0.76%
9,604
+2,260
72
$818K 0.76%
55,685
-3,200
73
$768K 0.71%
9,733
-1,958
74
$734K 0.68%
+23,637
75
$725K 0.67%
+26,502
1 2
3
4