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
$134M
AUM Growth
+$293K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.29M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$971K
5
AGN
Allergan plc
AGN
+$857K

Top Sells

1
+$1.73M
2
+$1.59M
3
+$1.37M
4
RL icon
Ralph Lauren
RL
+$1.11M
5
NBL
Noble Energy, Inc.
NBL
+$1.06M

Sector Composition

1 Financials 14.39%
2 Industrials 11.79%
3 Healthcare 9.23%
4 Technology 9.21%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.32%
9,659
-1,062
77
$414K 0.31%
7,099
-763
78
$402K 0.3%
15,991
-1,745
79
$395K 0.29%
12,214
-1,304
80
$285K 0.21%
2,685
-10
81
$236K 0.18%
19,443
-138
82
$228K 0.17%
7,277
-769
83
$227K 0.17%
1,536
-56
84
$203K 0.15%
6,031
-637
85
$174K 0.13%
5,170
-65
86
$141K 0.11%
5,561
87
$129K 0.1%
+2,126
88
$126K 0.09%
7,901
-54
89
– –
-2,841
90
– –
-4,523
91
– –
-2,887
92
– –
-12,574
93
– –
-19,835
94
– –
-40,266
95
– –
-14,956
96
– –
-15,048
97
– –
-3,385
98
– –
-8,278
99
– –
-37,603
100
– –
-12,967
1 2 3
4
5