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
$141M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.23M
3
+$736K
4
KHC icon
Kraft Heinz
KHC
+$434K
5
AMAT icon
Applied Materials
AMAT
+$311K

Top Sells

1
+$1.79M
2
+$1.68M
3
+$1.66M
4
TT icon
Trane Technologies
TT
+$1.53M
5
CCL icon
Carnival Corp
CCL
+$1.34M

Sector Composition

1 Financials 15.69%
2 Healthcare 10.9%
3 Industrials 10.15%
4 Technology 9.87%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.29%
9,634
+91
77
$402K 0.29%
7,158
+59
78
$392K 0.28%
12,394
+120
79
$385K 0.27%
15,959
+83
80
$289K 0.21%
26,387
+1,394
81
$256K 0.18%
2,525
-33
82
$206K 0.15%
4,860
-25
83
$193K 0.14%
12,166
+734
84
$190K 0.13%
1,349
-215
85
$154K 0.11%
5,239
86
$117K 0.08%
+500
87
$104K 0.07%
+965
88
– –
-6,816
89
– –
-23,454
90
– –
-45,443
91
– –
-48,906
92
– –
-17,084
93
– –
-9,800
1 2 3
4