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
$128M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$592K
3
+$480K
4
CVS icon
CVS Health
CVS
+$363K
5
EOG icon
EOG Resources
EOG
+$273K

Top Sells

1
+$1.49M
2
+$799K
3
+$668K
4
AAPL icon
Apple
AAPL
+$510K
5
IP icon
International Paper
IP
+$470K

Sector Composition

1 Financials 13.34%
2 Healthcare 11.38%
3 Industrials 10.95%
4 Consumer Discretionary 8.75%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 1.07%
7,942
+81
52
$1.35M 1.05%
12,596
-1,746
53
$1.31M 1.03%
17,736
-281
54
$1.31M 1.02%
15,965
+638
55
$1.29M 1.01%
37,705
-1,511
56
$1.29M 1.01%
27,486
+593
57
$1.22M 0.95%
11,867
-1,769
58
$1.22M 0.95%
27,277
-8,539
59
$1.2M 0.94%
40,644
+31,786
60
$1.16M 0.91%
9,106
+623
61
$1.15M 0.89%
26,642
-649
62
$1.07M 0.84%
40,659
+671
63
$1.03M 0.8%
21,127
+337
64
$1.02M 0.8%
12,711
-9,917
65
$983K 0.77%
20,441
-9,777
66
$956K 0.75%
28,148
-188
67
$948K 0.74%
12,133
+638
68
$933K 0.73%
49,668
+25,578
69
$889K 0.69%
15,087
+728
70
$856K 0.67%
12,603
-75
71
$718K 0.56%
14,181
+3,663
72
$712K 0.56%
12,875
+672
73
$698K 0.54%
20,806
+660
74
$523K 0.41%
4,016
-37
75
$460K 0.36%
9,343
-293
1 2
3
4