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
$111M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$990K
4
CPRI icon
Capri Holdings
CPRI
+$950K
5
NBR icon
Nabors Industries
NBR
+$860K

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.07M
4
SYT
Syngenta Ag
SYT
+$910K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 12.64%
2 Financials 12.63%
3 Healthcare 9.83%
4 Industrials 9.79%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$870K 0.78%
19,326
-227
77
$860K 0.77%
21,754
+163
78
$860K 0.77%
+760
79
$780K 0.7%
8,440
-136
80
$770K 0.69%
+6,858
81
$240K 0.22%
+11,058
82
$200K 0.18%
5,434
-2,750
83
– –
-29,505
84
– –
-5,309
85
– –
-12,178
86
– –
-5,314
1 2 3
4