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
$142M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.64M
3
+$1.64M
4
PWR icon
Quanta Services
PWR
+$1.6M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.27M
4
RTX icon
RTX Corp
RTX
+$1.12M
5
WFC icon
Wells Fargo
WFC
+$946K

Sector Composition

1 Technology 15.99%
2 Financials 14.89%
3 Consumer Discretionary 11.85%
4 Healthcare 11.6%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,426
77
– –
-8,732
78
– –
-45,067
79
– –
-18,857
80
– –
-57,609
81
– –
-6,759
82
– –
-32,952
1 2 3
4