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
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.67M
4
OXY icon
Occidental Petroleum
OXY
+$1.64M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.52M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.4M
5
MDLZ icon
Mondelez International
MDLZ
+$1.32M

Sector Composition

1 Financials 14.73%
2 Technology 11.13%
3 Industrials 10.65%
4 Consumer Discretionary 10.51%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$579K 0.4%
+4,263
77
$571K 0.4%
12,681
-210
78
$528K 0.37%
+9,955
79
$410K 0.28%
9,543
80
$400K 0.28%
15,876
81
$398K 0.28%
7,099
82
$387K 0.27%
12,274
83
$270K 0.19%
24,993
+1,216
84
$239K 0.17%
2,558
-22
85
$217K 0.15%
1,564
-46
86
$181K 0.13%
11,432
+839
87
$179K 0.12%
4,885
-195
88
$148K 0.1%
5,239
-90
89
– –
-15,289
90
– –
-16,293
91
– –
-9,592
92
– –
-31,649
93
– –
-37,210
94
– –
-4,749
95
– –
-8,376
96
– –
-36,058
97
– –
-9,692
98
– –
-35,398
1 2 3
4