WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+8.69%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$162M
AUM Growth
+$162M
(+13%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
7.38%
Top 10 Holdings %
Top 10 Hldgs %
29.41%
Holding
79
New
4
Increased
54
Reduced
19
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.36M |
| 2 |
Liberty Broadband Class C
LBRDK
|
$1.47M |
| 3 |
Applied Materials
AMAT
|
$1.25M |
| 4 |
Intel
INTC
|
$1.05M |
| 5 |
Eli Lilly
LLY
|
$1M |
Top Sells
| 1 |
PayPal
PYPL
|
$198K |
| 2 |
Lowe's Companies
LOW
|
$100K |
| 3 |
Illinois Tool Works
ITW
|
$89.7K |
| 4 |
Mercado Libre
MELI
|
$84.5K |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$83.4K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 2000 ETF
IWM
$66.6B
| $324K | 0.2% |
2,165
+50
| +2% | +$7.48K |
|
77
Canadian Pacific Kansas City
CP
$70.2B
| $281K | 0.17% |
922
-20
| -2% | -$6.1K |
|
78
Costco
COST
$416B
| $178K | 0.11% |
500
| – | – |
|