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
$117M
AUM Growth
+$97K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$332K
3
+$109K
4
PANW icon
Palo Alto Networks
PANW
+$103K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80K

Top Sells

1
+$902K
2
+$895K
3
+$635K
4
NBL
Noble Energy, Inc.
NBL
+$409K
5
CXO
CONCHO RESOURCES INC.
CXO
+$343K

Sector Composition

1 Financials 13.77%
2 Healthcare 10.91%
3 Industrials 10.6%
4 Technology 9.91%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 1.13%
47,075
+1,078
52
$1.3M 1.12%
48,978
-386
53
$1.29M 1.11%
16,244
+576
54
$1.29M 1.1%
46,231
+722
55
$1.26M 1.08%
20,067
+726
56
$1.24M 1.06%
31,880
+542
57
$1.23M 1.05%
31,353
+804
58
$1.21M 1.04%
11,189
+245
59
$1.18M 1.02%
4,507
60
$1.18M 1.02%
42,077
+935
61
$1.18M 1.01%
30,099
-50
62
$1.13M 0.97%
17,736
+425
63
$1.13M 0.97%
12,944
+324
64
$1.09M 0.93%
20,105
+342
65
$1.08M 0.93%
17,341
+638
66
$1.04M 0.89%
10,925
+401
67
$985K 0.85%
25,529
+896
68
$899K 0.77%
28,057
+535
69
$850K 0.73%
27,450
+438
70
$801K 0.69%
10,857
+524
71
$530K 0.45%
11,617
+237
72
$518K 0.44%
21,721
-2,160
73
$449K 0.39%
11,474
-635
74
$390K 0.33%
7,907
+458
75
$372K 0.32%
3,582
+318
1 2
3
4