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
$146M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.68M
3
+$1.63M
4
MDLZ icon
Mondelez International
MDLZ
+$1.32M
5
DD icon
DuPont de Nemours
DD
+$1.08M

Top Sells

1
+$1.46M
2
+$1.45M
3
+$1.24M
4
BA icon
Boeing
BA
+$264K
5
ABBV icon
AbbVie
ABBV
+$256K

Sector Composition

1 Financials 14.28%
2 Industrials 10.49%
3 Consumer Discretionary 10.45%
4 Technology 10.25%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$877K 0.6%
37,210
+780
77
$806K 0.55%
14,395
+255
78
$670K 0.46%
10,344
+162
79
$605K 0.42%
12,891
-103
80
$597K 0.41%
3,474
+184
81
$451K 0.31%
9,543
82
$416K 0.29%
15,876
83
$413K 0.28%
7,099
84
$385K 0.26%
12,274
+60
85
$307K 0.21%
9,592
+1,030
86
$267K 0.18%
2,580
-68
87
$265K 0.18%
23,777
+1,909
88
$252K 0.17%
1,610
-3
89
$179K 0.12%
5,080
-25
90
$168K 0.12%
10,593
+866
91
$160K 0.11%
5,329
-203
92
– –
-19,321
93
– –
-26,374
94
– –
-7,277
95
– –
-6,031
96
– –
-29,105
1 2 3
4