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
$109M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.18M
3
+$1.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
5
WYNN icon
Wynn Resorts
WYNN
+$1.1M

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.15M
4
PM icon
Philip Morris
PM
+$1.02M
5
ANSS
Ansys
ANSS
+$900K

Sector Composition

1 Technology 13.24%
2 Financials 12.97%
3 Industrials 10.47%
4 Healthcare 9.58%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.89M 3.56%
32,629
+570
2
$2.62M 2.4%
49,612
+5,928
3
$2.37M 2.17%
21,787
+334
4
$1.91M 1.75%
16,611
+228
5
$1.84M 1.68%
108,627
+1,048
6
$1.78M 1.63%
8,984
+6
7
$1.76M 1.61%
20,946
-543
8
$1.65M 1.51%
70,952
-2,184
9
$1.6M 1.46%
23,770
-1,543
10
$1.59M 1.45%
27,476
-1,829
11
$1.59M 1.45%
17,342
-445
12
$1.58M 1.44%
15,792
-864
13
$1.55M 1.42%
57,770
+20
14
$1.54M 1.41%
13,028
-544
15
$1.47M 1.34%
10,196
-147
16
$1.44M 1.32%
29,170
-781
17
$1.43M 1.31%
12,068
+13
18
$1.41M 1.29%
12,056
-194
19
$1.41M 1.29%
14,762
+182
20
$1.4M 1.28%
5,388
+7
21
$1.38M 1.26%
26,252
-1,496
22
$1.37M 1.25%
12,875
+204
23
$1.35M 1.23%
59,824
-1,037
24
$1.35M 1.23%
1,124
+4
25
$1.35M 1.23%
15,247
-74
1
2 3 4