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
$123M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$896K
4
ADBE icon
Adobe
ADBE
+$417K
5
PANW icon
Palo Alto Networks
PANW
+$314K

Top Sells

1
+$1.72M
2
+$1.53M
3
+$1.33M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.21M
5
BEN icon
Franklin Resources
BEN
+$1.04M

Sector Composition

1 Financials 13.5%
2 Industrials 11.45%
3 Healthcare 10.41%
4 Consumer Discretionary 8.83%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 1.11%
4,509
-20
52
$1.35M 1.1%
43,763
+147
53
$1.33M 1.08%
13,275
+270
54
$1.3M 1.06%
27,090
-282
55
$1.29M 1.05%
7,861
-89
56
$1.29M 1.05%
26,893
-616
57
$1.28M 1.04%
34,214
+23,885
58
$1.28M 1.04%
19,560
-517
59
$1.24M 1.01%
11,960
+106
60
$1.21M 0.98%
18,017
-418
61
$1.15M 0.94%
13,636
-372
62
$1.11M 0.9%
20,790
-21
63
$1.08M 0.88%
27,291
-528
64
$1.05M 0.86%
8,483
+76
65
$977K 0.8%
39,988
+10,646
66
$965K 0.79%
11,495
-330
67
$908K 0.74%
12,678
-1,104
68
$853K 0.69%
28,336
69
$748K 0.61%
14,359
-136
70
$669K 0.54%
12,203
-669
71
$622K 0.51%
21,670
72
$598K 0.49%
20,146
+1,428
73
$521K 0.42%
10,518
74
$521K 0.42%
9,636
-162
75
$502K 0.41%
24,090
+15,048
1 2
3
4