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
$128M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$592K
3
+$480K
4
CVS icon
CVS Health
CVS
+$363K
5
EOG icon
EOG Resources
EOG
+$273K

Top Sells

1
+$1.49M
2
+$799K
3
+$668K
4
AAPL icon
Apple
AAPL
+$510K
5
IP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.36%
5,813
+706
77
$392K 0.31%
16,248
+1,940
78
$383K 0.3%
12,186
-9,484
79
$375K 0.29%
9,754
+1,090
80
$370K 0.29%
7,184
+312
81
$364K 0.28%
1,523
+300
82
$363K 0.28%
+4,630
83
$288K 0.22%
2,704
-75
84
$282K 0.22%
3,395
-6
85
$273K 0.21%
+2,800
86
$255K 0.2%
+21,483
87
$241K 0.19%
+3,510
88
$213K 0.17%
+2,020
89
$212K 0.17%
1,604
-102
90
$204K 0.16%
+2,358
91
$182K 0.14%
+2,913
92
$154K 0.12%
+5,235
93
$145K 0.11%
+9,174
94
$131K 0.1%
+5,561
95
$125K 0.1%
+2,000
96
$115K 0.09%
+2,950
97
– –
-2,340
98
– –
-26,879
1 2 3
4