WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.18M
3
+$1.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
5
WYNN icon
Wynn Resorts
WYNN
+$1.1M

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.15M
4
PM icon
Philip Morris
PM
+$1.02M
5
WOLF icon
Wolfspeed
WOLF
+$900K

Sector Composition

1 Technology 13.24%
2 Financials 12.97%
3 Industrials 10.47%
4 Healthcare 9.58%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$910K 0.83%
8,775
+1,057
77
$910K 0.83%
12,178
+171
78
$710K 0.65%
8,576
+124
79
$300K 0.27%
+8,184
80
– –
-15,977
81
– –
-11,725
82
– –
-46,843
83
– –
-3,767
84
– –
-35,500
85
– –
-16,606
86
– –
-12,511
87
– –
-3,352
88
– –
-13,375
89
– –
-6,402
1 2 3
4