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
$204M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$1M
3
+$744K
4
KR icon
Kroger
KR
+$403K
5
FI icon
Fiserv
FI
+$154K

Top Sells

1
+$2.66M
2
+$2.22M
3
+$2.09M
4
MDT icon
Medtronic
MDT
+$1.51M
5
USB icon
US Bancorp
USB
+$730K

Sector Composition

1 Technology 20.16%
2 Healthcare 11.18%
3 Industrials 10.65%
4 Financials 10.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.15%
3,900
-25
77
$188K 0.09%
350
78
$129K 0.06%
931
+468
79
$111K 0.05%
1,130
80
$102K 0.05%
270
-6
81
$75K 0.04%
495
82
$70K 0.03%
1,400
83
$61K 0.03%
812
84
$54K 0.03%
1,220
85
$50K 0.02%
+109
86
$40K 0.02%
+266
87
$20K 0.01%
+233
88
$19K 0.01%
+566
89
$13K 0.01%
+75
90
$3K ﹤0.01%
+15
91
– –
-26,588
92
– –
-47,141
93
– –
-8,991
94
– –
-18,761
95
– –
-901
96
– –
-20,247
1 2 3
4