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
$130M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.8M
3 +$1.4M
4
TWTR
Twitter, Inc.
TWTR
+$1.39M
5
NFLX icon
Netflix
NFLX
+$1.34M

Top Sells

1 +$2.28M
2 +$1.8M
3 +$1.73M
4
NVDA icon
NVIDIA
NVDA
+$1.66M
5
AET
Aetna Inc
AET
+$1.56M

Sector Composition

1 Financials 14.03%
2 Healthcare 12.35%
3 Technology 11.94%
4 Consumer Discretionary 9.56%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-39,965
102
-28,369
103
-7,686