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
$162M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.25M
3
+$1.05M
4
LLY icon
Eli Lilly
LLY
+$1M
5
MBB icon
iShares MBS ETF
MBB
+$836K

Top Sells

1
+$257K
2
+$198K
3
+$100K
4
ITW icon
Illinois Tool Works
ITW
+$89.7K
5
MELI icon
Mercado Libre
MELI
+$84.5K

Sector Composition

1 Technology 16.44%
2 Financials 13.52%
3 Consumer Discretionary 11.89%
4 Healthcare 11.88%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.92%
13,733
+312
52
$1.48M 0.92%
15,987
+401
53
$1.47M 0.91%
+10,266
54
$1.46M 0.9%
6,429
+238
55
$1.46M 0.9%
4,293
+542
56
$1.39M 0.86%
23,358
+530
57
$1.39M 0.86%
32,194
+170
58
$1.38M 0.86%
38,203
+1,193
59
$1.37M 0.85%
9,540
+233
60
$1.29M 0.8%
16,337
+4,087
61
$1.26M 0.78%
34,070
+384
62
$1.25M 0.78%
24,212
+20,314
63
$1.25M 0.77%
+21,076
64
$1.2M 0.74%
7,275
-316
65
$1.13M 0.7%
2,957
+800
66
$1M 0.62%
+6,771
67
$978K 0.6%
25,690
-1,461
68
$927K 0.57%
6,224
+361
69
$698K 0.43%
19,460
+1,476
70
$384K 0.24%
1,383
-196
71
$367K 0.23%
2,357
-174
72
$362K 0.22%
+6,896
73
$358K 0.22%
1,851
-464
74
$349K 0.22%
322
-78
75
$328K 0.2%
7,811
+177
1 2
3
4