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
$222M
AUM Growth
-$659K
(-0.3%)
Holding
107
Top Buys
| 1 | +$2.82M | |
| 2 | +$72K | |
| 3 | +$25.7K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$25.4K |
| 5 |
Motorola Solutions
MSI
|
+$19.4K |
Top Sells
| 1 | +$2.53M | |
| 2 | +$2.01M | |
| 3 | +$1.49M | |
| 4 |
Broadcom
AVGO
|
+$1.29M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.28M |
Sector Composition
| 1 | Technology | 19.67% |
| 2 | Healthcare | 11.57% |
| 3 | Financials | 11.24% |
| 4 | Industrials | 9.3% |
| 5 | Consumer Discretionary | 8.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Devon Energy
DVN
$28.9B
| $14.4K | 0.01% |
+286
|
|
||
102
CME Group
CME
$112B
| $14K | 0.01% |
+65
|
|
||
103
EastGroup Properties
EGP
$10.1B
| $13.5K | 0.01% |
75
|
|
||
104
Air Products & Chemicals
APD
$64B
| $8.72K | ﹤0.01% |
+36
|
|
||
105
JB Hunt Transport Services
JBHT
$19.3B
| $2.99K | ﹤0.01% |
15
|
|
||
106
Boston Scientific
BSX
$103B
| – | – |
-289
|
|