WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.3M
3
+$1.06M
4
LLY icon
Eli Lilly
LLY
+$1.05M
5
MBB icon
iShares MBS ETF
MBB
+$837K

Top Sells

1
+$242K
2
+$189K
3
+$92.9K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$90.3K
5
ITW icon
Illinois Tool Works
ITW
+$88.2K

Sector Composition

1 Technology 16.44%
2 Financials 13.52%
3 Consumer Discretionary 11.89%
4 Healthcare 11.88%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$324K 0.2%
2,165
+50
77
$281K 0.17%
4,610
-100
78
$178K 0.11%
500
1 2 3
4