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
$121M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$626K
3
+$169K
4
ITW icon
Illinois Tool Works
ITW
+$111K
5
VMW
VMware, Inc
VMW
+$92.3K

Top Sells

1
+$2.24M
2
+$2.12M
3
+$2.09M
4
NOW icon
ServiceNow
NOW
+$2.01M
5
SYY icon
Sysco
SYY
+$1.99M

Sector Composition

1 Financials 13.36%
2 Healthcare 13.12%
3 Technology 12.9%
4 Consumer Discretionary 10.53%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.95%
16,089
-241
52
$1.15M 0.95%
15,405
-773
53
$1.15M 0.95%
4,367
+157
54
$1.12M 0.92%
18,857
-364
55
$1.11M 0.91%
9,133
+762
56
$998K 0.82%
6,694
-91
57
$946K 0.78%
32,952
+137
58
$866K 0.71%
11,794
-38
59
$831K 0.68%
26,934
-869
60
$830K 0.68%
39,086
+4,035
61
$755K 0.62%
5,759
+22
62
$626K 0.52%
+5,669
63
$503K 0.41%
1,484
+17
64
$351K 0.29%
1,845
-249
65
$335K 0.28%
8,912
+165
66
$309K 0.25%
8,732
+246
67
$308K 0.25%
2,168
+778
68
$293K 0.24%
11,426
+232
69
$293K 0.24%
6,759
+251
70
$278K 0.23%
2,426
-276
71
$246K 0.2%
15,181
+622
72
$211K 0.17%
3,906
+436
73
$208K 0.17%
4,735
74
$143K 0.12%
500
75
– –
-12,831
1 2
3
4