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
$111M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$990K
4
CPRI icon
Capri Holdings
CPRI
+$950K
5
NBR icon
Nabors Industries
NBR
+$860K

Top Sells

1
+$1.18M
2
+$1.1M
3
+$1.07M
4
SYT
Syngenta Ag
SYT
+$910K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 12.64%
2 Financials 12.63%
3 Healthcare 9.83%
4 Industrials 9.79%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.91M 3.51%
33,083
+454
2
$2.67M 2.4%
50,848
+1,236
3
$2.46M 2.21%
22,522
+735
4
$1.91M 1.72%
16,990
+379
5
$1.78M 1.6%
9,037
+53
6
$1.73M 1.55%
110,100
+1,473
7
$1.71M 1.54%
16,179
+3,304
8
$1.68M 1.51%
21,257
-2,513
9
$1.68M 1.51%
15,533
-259
10
$1.63M 1.46%
11,648
-420
11
$1.63M 1.46%
18,929
-2,017
12
$1.57M 1.41%
62,512
-8,440
13
$1.57M 1.41%
7,582
-291
14
$1.53M 1.37%
56,944
-826
15
$1.49M 1.34%
14,087
-121
16
$1.45M 1.3%
26,620
-856
17
$1.44M 1.29%
1,247
+123
18
$1.43M 1.28%
15,802
-1,540
19
$1.37M 1.23%
14,988
+226
20
$1.36M 1.22%
24,120
+34
21
$1.36M 1.22%
26,232
-20
22
$1.35M 1.21%
28,380
-790
23
$1.34M 1.2%
15,135
-112
24
$1.34M 1.2%
5,409
+21
25
$1.33M 1.19%
4,056
-14
1
2 3 4