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
$142M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.64M
3
+$1.64M
4
PWR icon
Quanta Services
PWR
+$1.6M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.27M
4
RTX icon
RTX Corp
RTX
+$1.12M
5
WFC icon
Wells Fargo
WFC
+$946K

Sector Composition

1 Technology 15.99%
2 Financials 14.89%
3 Consumer Discretionary 11.85%
4 Healthcare 11.6%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 1.01%
9,307
+174
52
$1.43M 1.01%
16,223
+134
53
$1.39M 0.98%
7,591
+897
54
$1.34M 0.94%
15,586
+181
55
$1.3M 0.91%
33,686
+127
56
$1.26M 0.88%
22,828
+230
57
$1.25M 0.88%
37,010
+240
58
$1.22M 0.85%
3,751
-616
59
$1.2M 0.84%
50,354
+11,268
60
$1.02M 0.72%
27,151
+217
61
$904K 0.63%
12,250
+456
62
$825K 0.58%
5,863
+104
63
$787K 0.55%
2,157
+673
64
$673K 0.47%
6,082
+413
65
$662K 0.46%
+17,984
66
$405K 0.28%
2,315
+147
67
$394K 0.28%
+400
68
$391K 0.27%
1,579
-266
69
$354K 0.25%
+2,531
70
$303K 0.21%
7,634
-1,278
71
$303K 0.21%
2,115
-311
72
$241K 0.17%
4,710
-25
73
$233K 0.16%
3,898
-8
74
$152K 0.11%
500
75
– –
-15,181
1 2
3
4