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
$212M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.94M
3
+$1.92M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.68M
5
AMD icon
Advanced Micro Devices
AMD
+$804K

Top Sells

1
+$2.17M
2
+$2.05M
3
+$1.86M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.82M
5
LULU icon
lululemon athletica
LULU
+$986K

Sector Composition

1 Technology 18.24%
2 Healthcare 12.39%
3 Financials 11.46%
4 Consumer Discretionary 10.41%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.18%
1,894
-191
77
$388K 0.18%
6,229
-633
78
$376K 0.18%
5,621
-609
79
$366K 0.17%
17,840
-2,305
80
$359K 0.17%
302
-27
81
$344K 0.16%
1,641
-16
82
$326K 0.15%
3,955
-42
83
$288K 0.14%
500
84
$266K 0.13%
644
+181
85
$246K 0.12%
1,607
-60
86
$213K 0.1%
817
+26
87
$104K 0.05%
495
-5
88
– –
-33,978
89
– –
-17,068
90
– –
-2,519
91
– –
-18,512
92
– –
-14,755
93
– –
-3,961
1 2 3
4