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
$222M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.59M
3
+$1.23M
4
HSY icon
Hershey
HSY
+$1.1M
5
MRK icon
Merck
MRK
+$868K

Top Sells

1
+$2.72M
2
+$821K
3
+$636K
4
BAC icon
Bank of America
BAC
+$471K
5
AMZN icon
Amazon
AMZN
+$416K

Sector Composition

1 Technology 20.11%
2 Healthcare 11.35%
3 Financials 10.59%
4 Industrials 10.28%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.81%
53,401
-14,001
52
$1.73M 0.78%
14,864
+738
53
$1.72M 0.78%
6,245
+196
54
$1.59M 0.72%
10,285
-54
55
$1.58M 0.71%
3,114
-37
56
$1.56M 0.7%
6,381
+5,040
57
$1.5M 0.67%
24,327
+1,115
58
$1.38M 0.62%
8,110
+2,084
59
$1.13M 0.51%
23,014
+1,379
60
$1.1M 0.5%
+5,913
61
$1.1M 0.5%
9,952
-649
62
$974K 0.44%
6,217
-5,235
63
$972K 0.44%
6,273
-1,307
64
$879K 0.4%
7,505
+1,455
65
$868K 0.39%
+7,963
66
$853K 0.38%
2,132
+15
67
$768K 0.35%
12,502
-275
68
$763K 0.34%
5,741
+43
69
$659K 0.3%
255
+14
70
$583K 0.26%
4,005
-4,368
71
$518K 0.23%
1,272
+25
72
$477K 0.21%
1,164
-37
73
$395K 0.18%
6,160
-109
74
$393K 0.18%
11,101
+100
75
$382K 0.17%
1,457
-99
1 2
3
4