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
$144M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$936K
4
EA icon
Electronic Arts
EA
+$894K
5
PXD
Pioneer Natural Resource Co.
PXD
+$569K

Top Sells

1
+$1.92M
2
+$1.38M
3
+$1.16M
4
BHF icon
Brighthouse Financial
BHF
+$129K
5
MAR icon
Marriott International
MAR
+$26.2K

Sector Composition

1 Financials 14.94%
2 Industrials 12%
3 Technology 9.93%
4 Consumer Discretionary 9.49%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 1.03%
35,202
+532
52
$1.48M 1.02%
14,149
+193
53
$1.46M 1.01%
19,321
+155
54
$1.45M 1%
29,105
+113
55
$1.41M 0.98%
17,840
+266
56
$1.36M 0.94%
16,298
+587
57
$1.36M 0.94%
21,091
+1,708
58
$1.3M 0.9%
27,410
+730
59
$1.29M 0.89%
40,387
+764
60
$1.26M 0.87%
7,168
+174
61
$1.25M 0.87%
12,062
+167
62
$1.24M 0.86%
24,598
+464
63
$1.24M 0.86%
+26,374
64
$1.21M 0.84%
50,172
+924
65
$1.21M 0.84%
10,075
+244
66
$1.17M 0.81%
21,713
+329
67
$1.14M 0.79%
22,356
+678
68
$1.14M 0.79%
21,457
+498
69
$1.12M 0.77%
20,372
+250
70
$1.04M 0.72%
27,480
+1,186
71
$1M 0.7%
28,470
+379
72
$936K 0.65%
+36,430
73
$894K 0.62%
+8,508
74
$839K 0.58%
14,140
-34
75
$686K 0.48%
10,182
+301
1 2
3
4