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
$144M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$936K
4
EA icon
Electronic Arts
EA
+$894K
5
PXD
Pioneer Natural Resource Co.
PXD
+$569K

Top Sells

1
+$1.92M
2
+$1.38M
3
+$1.16M
4
BHF icon
Brighthouse Financial
BHF
+$129K
5
MAR icon
Marriott International
MAR
+$26.2K

Sector Composition

1 Financials 14.94%
2 Industrials 12%
3 Technology 9.93%
4 Consumer Discretionary 9.49%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$635K 0.44%
12,994
+167
77
$569K 0.39%
+3,290
78
$442K 0.31%
15,876
-115
79
$441K 0.31%
9,543
-116
80
$420K 0.29%
7,099
81
$398K 0.28%
+6,547
82
$389K 0.27%
12,214
83
$313K 0.22%
+8,562
84
$304K 0.21%
2,648
-37
85
$269K 0.19%
1,613
+77
86
$257K 0.18%
21,868
+2,425
87
$222K 0.15%
7,277
88
$198K 0.14%
6,031
89
$187K 0.13%
5,105
-65
90
$163K 0.11%
5,532
-29
91
$153K 0.11%
9,727
+1,826
92
– –
-2,126
93
– –
-27,207
94
– –
-33,064
95
– –
-5,665
1 2 3
4