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
$146M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.68M
3
+$1.63M
4
MDLZ icon
Mondelez International
MDLZ
+$1.32M
5
DD icon
DuPont de Nemours
DD
+$1.08M

Top Sells

1
+$1.46M
2
+$1.45M
3
+$1.24M
4
BA icon
Boeing
BA
+$264K
5
ABBV icon
AbbVie
ABBV
+$256K

Sector Composition

1 Financials 14.28%
2 Industrials 10.49%
3 Consumer Discretionary 10.45%
4 Technology 10.25%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 1.02%
9,941
-134
52
$1.45M 0.99%
24,152
+17,605
53
$1.45M 0.99%
12,678
+23
54
$1.44M 0.99%
27,550
+140
55
$1.44M 0.99%
16,837
+59
56
$1.44M 0.99%
13,859
-290
57
$1.43M 0.98%
17,828
-12
58
$1.42M 0.98%
20,897
-194
59
$1.42M 0.98%
8,405
-1,058
60
$1.4M 0.96%
35,398
+196
61
$1.32M 0.91%
+31,649
62
$1.31M 0.9%
21,691
-22
63
$1.3M 0.89%
4,749
+39
64
$1.27M 0.87%
27,770
+360
65
$1.26M 0.86%
22,634
+278
66
$1.22M 0.84%
16,293
-5
67
$1.2M 0.83%
12,112
+50
68
$1.14M 0.78%
24,874
+276
69
$1.12M 0.77%
40,368
-19
70
$1.11M 0.76%
27,586
+106
71
$1.08M 0.74%
+8,376
72
$1.07M 0.73%
21,141
+769
73
$1.04M 0.72%
8,584
+76
74
$1.03M 0.71%
29,430
+960
75
$1.03M 0.71%
21,502
+45
1 2
3
4