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
$116M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.26M
4
TT icon
Trane Technologies
TT
+$1.19M
5
WHR icon
Whirlpool
WHR
+$1.15M

Top Sells

1
+$1.12M
2
+$1.1M
3
+$1.03M
4
CMI icon
Cummins
CMI
+$963K
5
EOG icon
EOG Resources
EOG
+$958K

Sector Composition

1 Financials 13.93%
2 Healthcare 10.98%
3 Industrials 9.84%
4 Technology 9.38%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$486K 0.42%
12,109
+1,870
77
$409K 0.35%
12,409
+4,140
78
$355K 0.3%
+7,449
79
$348K 0.3%
9,867
-169
80
$346K 0.3%
+10,155
81
$343K 0.29%
3,691
+29
82
$319K 0.27%
+3,264
83
$297K 0.26%
3,810
+109
84
$295K 0.25%
+6,883
85
$287K 0.25%
2,545
+150
86
$283K 0.24%
14,235
+358
87
$168K 0.14%
+1,809
88
$161K 0.14%
+2,961
89
$137K 0.12%
+5,380
90
– –
-55,685
91
– –
-15,273
92
– –
-3,850
93
– –
-8,871
94
– –
-13,163
95
– –
-19,415
96
– –
-3,794
97
– –
-13,839
98
– –
-9,604
1 2 3
4