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
$192M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.27M
3
+$275K
4
ADBE icon
Adobe
ADBE
+$161K
5
WFC icon
Wells Fargo
WFC
+$157K

Top Sells

1
+$1.39M
2
+$196K
3
+$138K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$129K
5
BAC icon
Bank of America
BAC
+$114K

Sector Composition

1 Technology 17.78%
2 Healthcare 12.67%
3 Financials 10.92%
4 Industrials 10.33%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$318K 0.17%
1,784
+35
77
$302K 0.16%
3,925
-5
78
$275K 0.14%
+1,111
79
$174K 0.09%
350
-150
80
$157K 0.08%
+4,203
81
$115K 0.06%
+901
82
$113K 0.06%
1,130
83
$101K 0.05%
276
+13
84
$75K 0.04%
495
85
$71K 0.04%
+1,400
86
$67K 0.03%
+463
87
$61K 0.03%
+812
88
$57K 0.03%
+1,220
89
– –
-2,059
90
– –
-6,086
1 2 3
4