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
$141M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.23M
3
+$736K
4
KHC icon
Kraft Heinz
KHC
+$434K
5
AMAT icon
Applied Materials
AMAT
+$311K

Top Sells

1
+$1.79M
2
+$1.68M
3
+$1.66M
4
TT icon
Trane Technologies
TT
+$1.53M
5
CCL icon
Carnival Corp
CCL
+$1.34M

Sector Composition

1 Financials 15.69%
2 Healthcare 10.9%
3 Industrials 10.15%
4 Technology 9.87%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 1.1%
13,822
-667
52
$1.5M 1.06%
17,306
-672
53
$1.5M 1.06%
12,255
-401
54
$1.45M 1.03%
27,495
-854
55
$1.44M 1.02%
13,448
-454
56
$1.44M 1.02%
27,840
-729
57
$1.4M 0.99%
11,862
-416
58
$1.36M 0.96%
20,165
-1,191
59
$1.33M 0.95%
19,980
-1,031
60
$1.33M 0.94%
+52,417
61
$1.3M 0.92%
27,921
+2,376
62
$1.23M 0.88%
+25,104
63
$1.2M 0.85%
31,122
+8,038
64
$1.18M 0.84%
35,693
+7,705
65
$1.14M 0.81%
21,354
-634
66
$956K 0.68%
20,539
-730
67
$915K 0.65%
28,369
-1,225
68
$867K 0.62%
39,965
-1,357
69
$844K 0.6%
14,558
+163
70
$648K 0.46%
10,630
-349
71
$625K 0.44%
11,743
+1,788
72
$593K 0.42%
3,402
-150
73
$574K 0.41%
3,780
-483
74
$525K 0.37%
12,950
+269
75
$434K 0.31%
+7,884
1 2
3
4