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
$222M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.59M
3
+$1.23M
4
HSY icon
Hershey
HSY
+$1.1M
5
MRK icon
Merck
MRK
+$868K

Top Sells

1
+$2.72M
2
+$821K
3
+$636K
4
BAC icon
Bank of America
BAC
+$471K
5
AMZN icon
Amazon
AMZN
+$416K

Sector Composition

1 Technology 20.11%
2 Healthcare 11.35%
3 Financials 10.59%
4 Industrials 10.28%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.17%
1,898
+24
77
$357K 0.16%
8,882
+34
78
$357K 0.16%
+11,424
79
$353K 0.16%
5,309
+37
80
$312K 0.14%
+6,000
81
$308K 0.14%
3,900
82
$263K 0.12%
+800
83
$246K 0.11%
+3,653
84
$246K 0.11%
+1,238
85
$231K 0.1%
+999
86
$231K 0.1%
350
87
$154K 0.07%
+2,986
88
$138K 0.06%
270
89
$112K 0.05%
1,130
90
$93.1K 0.04%
2,165
+945
91
$71.8K 0.03%
1,400
92
$68.1K 0.03%
109
93
$66.6K 0.03%
495
94
$62.8K 0.03%
812
95
$39K 0.02%
266
96
$19.6K 0.01%
566
97
$16.7K 0.01%
+289
98
$13.8K 0.01%
75
99
$3K ﹤0.01%
15
100
– –
-12,403
1 2 3
4