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
$192M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.27M
3
+$275K
4
ADBE icon
Adobe
ADBE
+$161K
5
WFC icon
Wells Fargo
WFC
+$157K

Top Sells

1
+$1.39M
2
+$196K
3
+$138K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$129K
5
BAC icon
Bank of America
BAC
+$114K

Sector Composition

1 Technology 17.78%
2 Healthcare 12.67%
3 Financials 10.92%
4 Industrials 10.33%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.91%
4,286
+81
52
$1.75M 0.91%
11,310
+222
53
$1.72M 0.89%
8,073
+190
54
$1.51M 0.79%
18,761
-1,714
55
$1.49M 0.78%
8,234
+479
56
$1.41M 0.73%
3,073
+54
57
$1.35M 0.7%
12,300
-175
58
$1.34M 0.7%
13,540
+722
59
$1.33M 0.69%
+9,863
60
$1.19M 0.62%
5,771
+227
61
$1.17M 0.61%
7,343
+198
62
$1.15M 0.6%
15,093
-1,463
63
$1.07M 0.56%
5,859
+141
64
$865K 0.45%
2,096
+139
65
$730K 0.38%
20,247
-1,984
66
$661K 0.34%
5,619
+881
67
$600K 0.31%
244
-10
68
$474K 0.25%
4,198
+1,127
69
$409K 0.21%
1,299
+66
70
$402K 0.21%
10,584
+181
71
$387K 0.2%
1,588
-84
72
$372K 0.19%
1,160
+25
73
$353K 0.18%
6,012
+114
74
$341K 0.18%
5,021
+90
75
$333K 0.17%
8,428
+155
1 2
3
4