WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.98M
3
+$1.52M
4
NFLX icon
Netflix
NFLX
+$1.5M
5
ADBE icon
Adobe
ADBE
+$1.5M

Top Sells

1
+$2.28M
2
+$1.8M
3
+$1.73M
4
NVDA icon
NVIDIA
NVDA
+$1.66M
5
AET
Aetna Inc
AET
+$1.56M

Sector Composition

1 Financials 14.03%
2 Healthcare 12.35%
3 Technology 11.94%
4 Consumer Discretionary 9.56%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.32%
3,196
-206
77
$417K 0.32%
+6,366
78
$393K 0.3%
+2,934
79
$385K 0.3%
15,507
-452
80
$365K 0.28%
9,336
-298
81
$340K 0.26%
12,060
-334
82
$339K 0.26%
6,965
-193
83
$206K 0.16%
2,525
84
$173K 0.13%
4,860
85
$171K 0.13%
1,349
86
$102K 0.08%
500
87
– –
-26,387
88
– –
-11,743
89
– –
-31,122
90
– –
-12,166
91
– –
-14,908
92
– –
-12,950
93
– –
-19,966
94
– –
-20,539
95
– –
-965
96
– –
-7,884
97
– –
-235,640
98
– –
-124,759
99
– –
-3,780
100
– –
-10,630
1 2 3
4
5