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
$123M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$896K
4
ADBE icon
Adobe
ADBE
+$417K
5
PANW icon
Palo Alto Networks
PANW
+$314K

Top Sells

1
+$1.72M
2
+$1.53M
3
+$1.33M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.21M
5
BEN icon
Franklin Resources
BEN
+$1.04M

Sector Composition

1 Financials 13.5%
2 Industrials 11.45%
3 Healthcare 10.41%
4 Consumer Discretionary 8.83%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.34%
+4,053
77
$364K 0.3%
5,107
+126
78
$329K 0.27%
6,872
79
$316K 0.26%
2,340
80
$306K 0.25%
8,858
+2,067
81
$301K 0.25%
8,664
82
$289K 0.24%
14,308
83
$289K 0.24%
2,779
-35
84
$281K 0.23%
3,401
+117
85
$257K 0.21%
1,223
+466
86
$209K 0.17%
1,706
-54
87
– –
-23,706
88
– –
-29,380
89
– –
-5,300
90
– –
-1,756
91
– –
-49,082
92
– –
-12,571
93
– –
-3,941
94
– –
-34,997
95
– –
-49,879
96
– –
-2,345
1 2 3
4