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
$204M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$1M
3
+$744K
4
KR icon
Kroger
KR
+$403K
5
FI icon
Fiserv
FI
+$154K

Top Sells

1
+$2.66M
2
+$2.22M
3
+$2.09M
4
MDT icon
Medtronic
MDT
+$1.51M
5
USB icon
US Bancorp
USB
+$730K

Sector Composition

1 Technology 20.16%
2 Healthcare 11.18%
3 Industrials 10.65%
4 Financials 10.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.72%
14,126
+586
52
$1.45M 0.71%
8,343
+109
53
$1.44M 0.71%
3,011
-62
54
$1.35M 0.66%
10,279
+416
55
$1.3M 0.64%
5,766
-5
56
$1.25M 0.62%
11,600
-700
57
$1.09M 0.54%
5,905
+46
58
$1.02M 0.5%
7,565
+222
59
$1M 0.49%
+23,188
60
$923K 0.45%
21,636
+17,433
61
$873K 0.43%
13,077
-2,016
62
$858K 0.42%
2,117
+21
63
$730K 0.36%
6,333
+714
64
$683K 0.34%
5,418
+1,220
65
$613K 0.3%
246
+2
66
$456K 0.22%
1,297
-2
67
$427K 0.21%
1,157
-3
68
$403K 0.2%
+8,566
69
$396K 0.19%
1,583
-5
70
$374K 0.18%
10,584
71
$372K 0.18%
6,012
72
$334K 0.16%
5,021
73
$334K 0.16%
1,784
74
$333K 0.16%
8,428
75
$328K 0.16%
1,242
+131
1 2
3
4