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
$159M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.57M
3
+$1.39M
4
CXO
CONCHO RESOURCES INC.
CXO
+$417K
5
SCHW icon
Charles Schwab
SCHW
+$392K

Top Sells

1
+$1.48M
2
+$239K
3
+$107K
4
AAPL icon
Apple
AAPL
+$61.4K
5
WMT icon
Walmart
WMT
+$46.3K

Sector Composition

1 Financials 14.53%
2 Technology 13.84%
3 Healthcare 12.37%
4 Consumer Discretionary 10.42%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 1.08%
18,112
-67
52
$1.71M 1.08%
45,920
-196
53
$1.69M 1.06%
53,370
-130
54
$1.69M 1.06%
43,782
-54
55
$1.68M 1.06%
6,311
-3
56
$1.67M 1.05%
5,150
-32
57
$1.58M 1%
4,210
-37
58
$1.57M 0.99%
48,911
-260
59
$1.57M 0.99%
+27,803
60
$1.56M 0.98%
29,460
-29
61
$1.56M 0.98%
12,909
+23
62
$1.42M 0.9%
12,831
+21
63
$1.4M 0.88%
42,775
+14
64
$1.4M 0.88%
22,856
+120
65
$1.39M 0.88%
+16,330
66
$1.39M 0.88%
7,340
-62
67
$1.27M 0.8%
8,371
-58
68
$1.23M 0.78%
35,051
+97
69
$1.03M 0.65%
11,832
+34
70
$837K 0.53%
5,737
+49
71
$571K 0.36%
1,467
+968
72
$448K 0.28%
2,702
-70
73
$445K 0.28%
2,094
-97
74
$417K 0.26%
+4,759
75
$399K 0.25%
8,486
1 2
3
4