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
$212M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.94M
3
+$1.92M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.68M
5
AMD icon
Advanced Micro Devices
AMD
+$804K

Top Sells

1
+$2.17M
2
+$2.05M
3
+$1.86M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.82M
5
LULU icon
lululemon athletica
LULU
+$986K

Sector Composition

1 Technology 18.24%
2 Healthcare 12.39%
3 Financials 11.46%
4 Consumer Discretionary 10.41%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 1.02%
16,261
-52
52
$2.11M 0.99%
7,355
-29
53
$2.1M 0.99%
9,141
-61
54
$2.1M 0.99%
18,143
+942
55
$2.06M 0.97%
5,503
+277
56
$1.94M 0.92%
+6,432
57
$1.94M 0.92%
10,947
-112
58
$1.92M 0.91%
+41,115
59
$1.91M 0.9%
17,490
+7,354
60
$1.76M 0.83%
21,404
+195
61
$1.68M 0.79%
+24,057
62
$1.65M 0.78%
3,355
-495
63
$1.46M 0.69%
7,607
-4
64
$1.37M 0.64%
16,736
-342
65
$1.18M 0.56%
11,783
+20
66
$1.08M 0.51%
30,288
-863
67
$1.05M 0.5%
6,499
+26
68
$1.01M 0.47%
6,008
-720
69
$1M 0.47%
18,899
-86
70
$987K 0.47%
4,858
-35
71
$650K 0.31%
+1,993
72
$575K 0.27%
281
-2
73
$547K 0.26%
1,316
+25
74
$445K 0.21%
1,227
-133
75
$404K 0.19%
13,745
-4,812
1 2
3
4