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
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.67M
4
OXY icon
Occidental Petroleum
OXY
+$1.64M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.52M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.4M
5
MDLZ icon
Mondelez International
MDLZ
+$1.32M

Sector Composition

1 Financials 14.73%
2 Technology 11.13%
3 Industrials 10.65%
4 Consumer Discretionary 10.51%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 1.1%
14,489
+477
52
$1.57M 1.09%
28,349
+799
53
$1.57M 1.09%
14,528
+237
54
$1.56M 1.09%
21,356
-335
55
$1.54M 1.07%
8,413
+8
56
$1.53M 1.07%
17,084
+247
57
$1.53M 1.07%
13,902
+43
58
$1.46M 1.01%
+246,640
59
$1.39M 0.96%
21,011
+114
60
$1.34M 0.93%
23,454
+346
61
$1.34M 0.93%
17,978
+150
62
$1.32M 0.91%
9,800
-141
63
$1.26M 0.87%
28,569
+799
64
$1.24M 0.86%
8,799
+215
65
$1.2M 0.83%
12,278
+166
66
$1.11M 0.77%
25,545
+671
67
$1.11M 0.77%
21,988
+486
68
$1.08M 0.75%
29,594
+164
69
$1.07M 0.74%
23,084
+450
70
$1.05M 0.73%
21,269
+128
71
$1.01M 0.71%
27,988
+402
72
$1M 0.7%
41,322
+954
73
$777K 0.54%
14,395
74
$736K 0.51%
10,979
+635
75
$672K 0.47%
3,552
+78
1 2
3
4