WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
1-Year Return
21.93%
This Quarter Return
+5.99%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$128M
AUM Growth
+$5.3M
(+4.3%)
Cap. Flow
-$1.81M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
24.33%
Holding
99
New
12
Increased
44
Reduced
41
Closed
2
Top Buys
| 1 |
Kroger
KR
|
$938K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$592K |
| 3 |
Palo Alto Networks
PANW
|
$480K |
| 4 |
CVS Health
CVS
|
$363K |
| 5 |
EOG Resources
EOG
|
$273K |
Top Sells
| 1 |
Sysco
SYY
|
$1.49M |
| 2 |
Texas Instruments
TXN
|
$799K |
| 3 |
Walmart
WMT
|
$668K |
| 4 |
Apple
AAPL
|
$510K |
| 5 |
International Paper
IP
|
$470K |
Sector Composition
| 1 | Financials | 13.34% |
| 2 | Healthcare | 11.38% |
| 3 | Industrials | 10.95% |
| 4 | Consumer Discretionary | 8.75% |
| 5 | Consumer Staples | 8.08% |
