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
$121M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$626K
3
+$169K
4
ITW icon
Illinois Tool Works
ITW
+$111K
5
VMW
VMware, Inc
VMW
+$92.3K

Top Sells

1
+$2.24M
2
+$2.12M
3
+$2.09M
4
NOW icon
ServiceNow
NOW
+$2.01M
5
SYY icon
Sysco
SYY
+$1.99M

Sector Composition

1 Financials 13.36%
2 Healthcare 13.12%
3 Technology 12.9%
4 Consumer Discretionary 10.53%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-7,109
83
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-7,340
84
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-42,775
85
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86
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-48,911
89
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-4,759
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4