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
$117M
AUM Growth
+$97K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$332K
3
+$109K
4
PANW icon
Palo Alto Networks
PANW
+$103K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80K

Top Sells

1
+$902K
2
+$895K
3
+$635K
4
NBL
Noble Energy, Inc.
NBL
+$409K
5
CXO
CONCHO RESOURCES INC.
CXO
+$343K

Sector Composition

1 Financials 13.77%
2 Healthcare 10.91%
3 Industrials 10.6%
4 Technology 9.91%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.3%
9,918
-237
77
$353K 0.3%
4,220
+410
78
$332K 0.28%
+12,800
79
$332K 0.28%
+6,850
80
$293K 0.25%
8,675
-1,192
81
$289K 0.25%
8,017
+1,134
82
$278K 0.24%
14,235
83
$194K 0.17%
3,684
+723
84
$183K 0.16%
1,785
-24
85
$143K 0.12%
5,380
86
$109K 0.09%
+2,159
87
$103K 0.09%
+3,786
88
– –
-37,726
89
– –
-28,200
90
– –
-18,434
91
– –
-2,545
92
– –
-3,691
93
– –
-12,409
1 2 3
4