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
$183M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.76M
3
+$1.72M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.67M
5
MBB icon
iShares MBS ETF
MBB
+$1.4M

Top Sells

1
+$2.25M
2
+$1.65M
3
+$1.57M
4
VMW
VMware, Inc
VMW
+$1.33M
5
MRK icon
Merck
MRK
+$1.29M

Sector Composition

1 Technology 16.04%
2 Financials 14.56%
3 Healthcare 12.32%
4 Consumer Discretionary 10.88%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$188K 0.1%
128
-150
77
$176K 0.1%
500
78
$170K 0.09%
+121
79
– –
-25,609
80
– –
-6,428
81
– –
-33,678
82
– –
-24,317
83
– –
-2,954
84
– –
-16,533
85
– –
-18,323
86
– –
-9,519
1 2 3
4