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
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$414K
3
+$367K
4
FANG icon
Diamondback Energy
FANG
+$239K
5
FDX icon
FedEx
FDX
+$158K

Top Sells

1
+$1.45M
2
+$1.4M
3
+$1.19M
4
OXY icon
Occidental Petroleum
OXY
+$735K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$716K

Sector Composition

1 Financials 14.55%
2 Technology 12.55%
3 Healthcare 10.78%
4 Consumer Discretionary 10.44%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 1.05%
12,886
+9
52
$1.52M 1.04%
30,135
+291
53
$1.51M 1.04%
18,179
+32
54
$1.5M 1.03%
4,247
+2
55
$1.49M 1.03%
6,875
+13
56
$1.49M 1.02%
43,836
+336
57
$1.48M 1.02%
53,500
+440
58
$1.48M 1.02%
21,463
+216
59
$1.4M 0.96%
12,810
+45
60
$1.39M 0.95%
5,182
+82
61
$1.37M 0.94%
22,736
+67
62
$1.36M 0.94%
4,922
+79
63
$1.35M 0.93%
42,761
+99
64
$1.26M 0.87%
8,429
+118
65
$1.23M 0.84%
29,307
+503
66
$1.02M 0.7%
34,954
+673
67
$948K 0.65%
11,798
+475
68
$736K 0.51%
5,688
69
$420K 0.29%
2,772
-49
70
$414K 0.28%
+2,191
71
$377K 0.26%
11,194
+40
72
$367K 0.25%
+8,486
73
$349K 0.24%
6,508
+76
74
$348K 0.24%
8,747
+102
75
$347K 0.24%
14,559
+238
1 2
3
4