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
$183M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.76M
3
+$1.72M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.67M
5
MBB icon
iShares MBS ETF
MBB
+$1.4M

Top Sells

1
+$2.25M
2
+$1.65M
3
+$1.57M
4
VMW
VMware, Inc
VMW
+$1.33M
5
MRK icon
Merck
MRK
+$1.29M

Sector Composition

1 Technology 16.04%
2 Financials 14.56%
3 Healthcare 12.32%
4 Consumer Discretionary 10.88%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 1.13%
13,675
-70
52
$2.02M 1.1%
+9,509
53
$1.94M 1.06%
8,512
-60
54
$1.89M 1.03%
3,963
-330
55
$1.85M 1.01%
7,247
-52
56
$1.76M 0.96%
+7,850
57
$1.72M 0.94%
+3,769
58
$1.68M 0.92%
10,213
+3,900
59
$1.67M 0.91%
+7,774
60
$1.58M 0.87%
11,674
+1,357
61
$1.55M 0.85%
10,341
+52
62
$1.38M 0.76%
23,755
+368
63
$1.3M 0.71%
6,977
+182
64
$986K 0.54%
17,826
-1,821
65
$865K 0.47%
6,116
-7,242
66
$755K 0.41%
4,597
-6,645
67
$549K 0.3%
+3,429
68
$489K 0.27%
2,206
+365
69
$465K 0.25%
2,106
-59
70
$462K 0.25%
18,960
-2,790
71
$453K 0.25%
1,418
+35
72
$445K 0.24%
7,067
+171
73
$325K 0.18%
4,285
-325
74
$220K 0.12%
+987
75
$213K 0.12%
4,555
-3,256
1 2
3
4