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
$172M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.91M
3
+$1.73M
4
ZBRA icon
Zebra Technologies
ZBRA
+$1.5M
5
FANG icon
Diamondback Energy
FANG
+$1.48M

Top Sells

1
+$4.28M
2
+$2.92M
3
+$2.61M
4
MCD icon
McDonald's
MCD
+$2.39M
5
LLY icon
Eli Lilly
LLY
+$2.11M

Sector Composition

1 Technology 16.06%
2 Healthcare 12.62%
3 Financials 11.59%
4 Industrials 9.62%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 1.01%
+20,109
52
$1.73M 1.01%
10,695
-921
53
$1.69M 0.99%
5,755
+5,111
54
$1.6M 0.93%
21,765
+361
55
$1.5M 0.88%
24,546
+489
56
$1.48M 0.86%
+12,201
57
$1.44M 0.84%
18,880
+1,390
58
$1.44M 0.84%
+18,005
59
$1.2M 0.7%
2,897
-458
60
$1.1M 0.64%
+2,356
61
$1.07M 0.63%
15,368
-2,775
62
$1.07M 0.62%
11,894
+111
63
$988K 0.58%
6,450
-49
64
$974K 0.57%
5,843
-165
65
$965K 0.56%
7,061
-546
66
$870K 0.51%
4,996
+138
67
$869K 0.51%
18,878
-21
68
$559K 0.33%
260
-21
69
$506K 0.29%
1,689
+373
70
$330K 0.19%
11,652
-2,093
71
$297K 0.17%
1,059
-168
72
$292K 0.17%
1,604
-37
73
$284K 0.17%
5,385
-844
74
$282K 0.16%
+7,894
75
$281K 0.16%
+3,154
1 2
3
4