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
$181M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$367K
2 +$143K
3 +$104K
4
PANW icon
Palo Alto Networks
PANW
+$74.3K
5
MELI icon
Mercado Libre
MELI
+$73.8K

Sector Composition

1 Technology 16.12%
2 Financials 15.32%
3 Healthcare 11.42%
4 Consumer Discretionary 11.15%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$375K 0.21%
1,841
-10
77
$363K 0.2%
7,811
78
$320K 0.18%
4,610
79
$188K 0.1%
500
80
-2,357