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
$116M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.26M
4
TT icon
Trane Technologies
TT
+$1.19M
5
WHR icon
Whirlpool
WHR
+$1.15M

Top Sells

1
+$1.12M
2
+$1.1M
3
+$1.03M
4
CMI icon
Cummins
CMI
+$963K
5
EOG icon
EOG Resources
EOG
+$958K

Sector Composition

1 Financials 13.93%
2 Healthcare 10.98%
3 Industrials 9.84%
4 Technology 9.38%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 1.05%
15,668
-609
52
$1.21M 1.04%
11,533
+391
53
$1.19M 1.03%
10,944
+331
54
$1.19M 1.03%
29,131
-249
55
$1.19M 1.02%
17,311
+1,711
56
$1.19M 1.02%
+21,431
57
$1.17M 1.01%
45,509
+967
58
$1.17M 1%
19,341
+2,245
59
$1.15M 0.99%
+7,813
60
$1.15M 0.98%
4,507
+87
61
$1.12M 0.96%
31,338
+7,747
62
$1.11M 0.95%
30,149
-8,472
63
$1.03M 0.88%
12,620
+618
64
$947K 0.81%
10,524
+791
65
$913K 0.78%
+19,763
66
$902K 0.77%
+28,200
67
$895K 0.77%
37,726
+629
68
$892K 0.77%
24,633
+996
69
$888K 0.76%
27,522
-413
70
$869K 0.75%
16,703
-2,159
71
$810K 0.7%
27,012
+510
72
$721K 0.62%
10,333
-4,385
73
$656K 0.56%
23,881
+91
74
$635K 0.55%
18,434
-1,638
75
$552K 0.47%
11,380
-7,161
1 2
3
4