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
$108M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.26M
3
+$1.39M
4
GM icon
General Motors
GM
+$1.27M
5
LOW icon
Lowe's Companies
LOW
+$1.27M

Top Sells

1
+$9.16M
2
+$7.4M
3
+$785K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$212K
5
CVX icon
Chevron
CVX
+$155K

Sector Composition

1 Financials 13.68%
2 Healthcare 9.9%
3 Technology 9.85%
4 Industrials 9.78%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$679K 0.63%
20,072
+1,504
77
$581K 0.54%
23,790
-32,160
78
$408K 0.38%
10,239
-3,850
79
$360K 0.33%
+3,662
80
$356K 0.33%
10,036
+5,163
81
$276K 0.26%
13,877
+4,992
82
$275K 0.25%
+3,701
83
$262K 0.24%
+2,395
84
$250K 0.23%
+8,269
85
– –
-3,719
86
– –
-96,747
1 2 3
4