WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
1-Year Est. Return
21.93%
This Fund
S&P 500
1 Year Est. Return
+21.93%
AUM
$224M
AUM Growth
+$2.22M
(+1%)
Holding
114
Top Buys
| 1 | +$2.04M | |
| 2 | +$698K | |
| 3 | +$404K | |
| 4 |
Workday
WDAY
|
+$194K |
| 5 |
UnitedHealth
UNH
|
+$163K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.39M | |
| 3 | +$925K | |
| 4 |
PayPal
PYPL
|
+$744K |
| 5 |
Diageo
DEO
|
+$565K |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Financials | 10.57% |
| 3 | Healthcare | 10.44% |
| 4 | Consumer Discretionary | 8.47% |
| 5 | Industrials | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American International
AIG
$41.1B
| $8.31K | ﹤0.01% |
+112
|
|
||
102
Boeing
BA
$168B
| $4.55K | ﹤0.01% |
25
-7,775
|
|
||
|
103
PayPal
PYPL
$41.8B
| $4.35K | ﹤0.01% |
75
-11,690
|
|
||
104
Johnson & Johnson
JNJ
$586B
| – | – |
-5,850
|
|
||
105
Invesco QQQ Trust
QQQ
$387B
| – | – |
-853
|
|
||
106
Becton Dickinson
BDX
$45.6B
| – | – |
-6,094
|
|
||
107
Costco
COST
$444B
| – | – |
-175
|
|
||
108
CSX Corp
CSX
$74B
| – | – |
-566
|
|
||
|
109
Diageo
DEO
$42.7B
| – | – |
-3,797
|
|
||
110
EastGroup Properties
EGP
$10.1B
| – | – |
-75
|
|
||
111
Intuit
INTU
$125B
| – | – |
-107
|
|
||
112
JB Hunt Transport Services
JBHT
$19.2B
| – | – |
-15
|
|