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
$159M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.57M
3
+$1.39M
4
CXO
CONCHO RESOURCES INC.
CXO
+$417K
5
SCHW icon
Charles Schwab
SCHW
+$392K

Top Sells

1
+$1.48M
2
+$239K
3
+$107K
4
AAPL icon
Apple
AAPL
+$61.4K
5
WMT icon
Walmart
WMT
+$46.3K

Sector Composition

1 Financials 14.53%
2 Technology 13.84%
3 Healthcare 12.37%
4 Consumer Discretionary 10.42%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.25%
11,194
77
$382K 0.24%
8,747
78
$381K 0.24%
6,508
79
$362K 0.23%
14,559
80
$250K 0.16%
1,390
-13
81
$241K 0.15%
4,735
-25
82
$208K 0.13%
3,470
+287
83
$147K 0.09%
500
84
$126K 0.08%
3,920
+332
85
$121K 0.08%
+4,998
86
$114K 0.07%
+857
87
$99K 0.06%
+5,165
88
– –
-2,658
89
– –
-21,463
1 2 3
4