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
$143M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$56.3K
3
+$53.6K
4
BAC icon
Bank of America
BAC
+$52.8K
5
BIDU icon
Baidu
BIDU
+$44.3K

Top Sells

1
+$731K
2
+$465K
3
+$420K
4
UNP icon
Union Pacific
UNP
+$285K
5
CVS icon
CVS Health
CVS
+$189K

Sector Composition

1 Financials 14.37%
2 Technology 13.05%
3 Healthcare 11.23%
4 Consumer Discretionary 10.33%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 1.07%
28,592
+671
52
$1.53M 1.07%
12,123
+68
53
$1.53M 1.06%
4,420
-158
54
$1.52M 1.06%
12,383
+137
55
$1.49M 1.04%
31,301
+669
56
$1.47M 1.02%
13,849
+214
57
$1.42M 0.99%
7,879
+2
58
$1.4M 0.98%
17,437
+182
59
$1.39M 0.97%
28,674
+883
60
$1.35M 0.94%
57,149
+1,260
61
$1.34M 0.94%
41,439
-260
62
$1.29M 0.9%
21,809
+503
63
$1.25M 0.87%
7,122
+160
64
$1.22M 0.85%
7,428
+269
65
$1.22M 0.85%
20,583
+569
66
$1.21M 0.84%
28,337
+215
67
$1.18M 0.82%
27,580
+580
68
$1.15M 0.8%
11,555
+365
69
$1.06M 0.74%
6,613
+265
70
$935K 0.65%
20,567
+350
71
$895K 0.62%
32,458
+1,916
72
$745K 0.52%
17,367
-633
73
$692K 0.48%
13,685
-493
74
$666K 0.46%
2,734
+220
75
$431K 0.3%
2,821
-113
1 2
3
4