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
$130M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.4M
4
TWTR
Twitter, Inc.
TWTR
+$1.39M
5
NFLX icon
Netflix
NFLX
+$1.34M

Top Sells

1
+$2.28M
2
+$1.8M
3
+$1.73M
4
NVDA icon
NVIDIA
NVDA
+$1.66M
5
AET
Aetna Inc
AET
+$1.56M

Sector Composition

1 Financials 14.03%
2 Healthcare 12.35%
3 Technology 11.94%
4 Consumer Discretionary 9.56%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 1.01%
19,573
-135
52
$1.3M 1%
+10,026
53
$1.29M 0.99%
13,635
+187
54
$1.28M 0.98%
27,791
+296
55
$1.27M 0.98%
+50,000
56
$1.26M 0.97%
27,921
+81
57
$1.24M 0.95%
12,055
+193
58
$1.21M 0.93%
+6,348
59
$1.21M 0.93%
55,889
+3,472
60
$1.2M 0.92%
21,306
-48
61
$1.19M 0.91%
17,255
-51
62
$1.17M 0.9%
41,699
+40
63
$1.16M 0.89%
28,122
+201
64
$1.15M 0.88%
+11,190
65
$1.14M 0.87%
7,159
+100
66
$1.12M 0.86%
27,000
+1,896
67
$1.12M 0.86%
+6,962
68
$1.08M 0.83%
+7,877
69
$1.07M 0.82%
17,460
-1,397
70
$1.01M 0.78%
20,014
+34
71
$886K 0.68%
20,217
+52
72
$753K 0.58%
30,542
+25,303
73
$703K 0.54%
+18,000
74
$658K 0.51%
14,178
-380
75
$553K 0.43%
+2,514
1 2
3
4 5