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
$172M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.91M
3
+$1.73M
4
ZBRA icon
Zebra Technologies
ZBRA
+$1.5M
5
FANG icon
Diamondback Energy
FANG
+$1.48M

Top Sells

1
+$4.28M
2
+$2.92M
3
+$2.61M
4
MCD icon
McDonald's
MCD
+$2.39M
5
LLY icon
Eli Lilly
LLY
+$2.11M

Sector Composition

1 Technology 16.06%
2 Healthcare 12.62%
3 Financials 11.59%
4 Industrials 9.62%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.16%
1,654
-240
77
$277K 0.16%
984
+167
78
$276K 0.16%
3,955
79
$240K 0.14%
500
80
$184K 0.11%
+5,499
81
$178K 0.1%
+13,575
82
– –
-12,309
83
– –
-6,432
84
– –
-21,609
85
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-7,355
86
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-495
87
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-9,663
88
– –
-302
89
– –
-5,503
90
– –
-41,268
91
– –
-1,607
92
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-1,993
93
– –
-5,621
94
– –
-17,840
95
– –
-16,736
96
– –
-41,115
97
– –
-30,288
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