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
$143M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$56.3K
3
+$53.6K
4
BAC icon
Bank of America
BAC
+$52.8K
5
BIDU icon
Baidu
BIDU
+$44.3K

Top Sells

1
+$731K
2
+$465K
3
+$420K
4
UNP icon
Union Pacific
UNP
+$285K
5
CVS icon
CVS Health
CVS
+$189K

Sector Composition

1 Financials 14.37%
2 Technology 13.05%
3 Healthcare 11.23%
4 Consumer Discretionary 10.33%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.3%
6,412
-11,048
77
$398K 0.28%
9,009
-327
78
$393K 0.27%
14,959
-548
79
$371K 0.26%
11,640
-420
80
$359K 0.25%
6,714
-251
81
$261K 0.18%
2,851
+326
82
$203K 0.14%
1,416
+67
83
$200K 0.14%
4,860
84
$153K 0.11%
2,846
-3,520
85
$121K 0.08%
500
86
– –
-3,196
1 2 3
4