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
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$414K
3
+$367K
4
FANG icon
Diamondback Energy
FANG
+$239K
5
FDX icon
FedEx
FDX
+$158K

Top Sells

1
+$1.45M
2
+$1.4M
3
+$1.19M
4
OXY icon
Occidental Petroleum
OXY
+$735K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$716K

Sector Composition

1 Financials 14.55%
2 Technology 12.55%
3 Healthcare 10.78%
4 Consumer Discretionary 10.44%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.16%
+2,658
77
$220K 0.15%
1,403
-10
78
$212K 0.15%
4,760
-50
79
$195K 0.13%
499
+31
80
$164K 0.11%
3,183
+939
81
$144K 0.1%
500
82
$100K 0.07%
3,588
+360
83
– –
-12,390
84
– –
-13,131
85
– –
-16,682
86
– –
-5,482
87
– –
-28,213
88
– –
-14,623
89
– –
-3,395
90
– –
-3,120
91
– –
-12,150
1 2 3
4