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
$103M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$81.3K
2
+$65.7K
3
+$42.6K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$27K
5
RTX icon
RTX Corp
RTX
+$23.4K

Top Sells

1
+$2M
2
+$1.3M
3
+$1.19M
4
CHK
Chesapeake Energy Corporation
CHK
+$890K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$381K

Sector Composition

1 Financials 13.46%
2 Technology 10.35%
3 Industrials 8.92%
4 Healthcare 7.57%
5 Consumer Staples 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 11%
55,168
-1,852
2
$7.4M 7.17%
96,747
-2,280
3
$4.07M 3.94%
35,202
+703
4
$2.98M 2.89%
56,676
+1,248
5
$2.57M 2.49%
23,776
+9
6
$1.94M 1.88%
61,792
-1,988
7
$1.84M 1.78%
17,377
+83
8
$1.82M 1.77%
128,450
+360
9
$1.75M 1.69%
58,036
-158
10
$1.7M 1.65%
14,538
-83
11
$1.64M 1.59%
10,682
-65
12
$1.58M 1.53%
17,833
+181
13
$1.58M 1.53%
23,541
-554
14
$1.55M 1.5%
3,830
-27
15
$1.53M 1.48%
22,547
+286
16
$1.5M 1.46%
15,784
+73
17
$1.5M 1.46%
22,392
-155
18
$1.48M 1.43%
15,198
-412
19
$1.48M 1.43%
29,583
-12
20
$1.46M 1.41%
25,924
-298
21
$1.45M 1.41%
10,468
-225
22
$1.42M 1.38%
19,225
-586
23
$1.42M 1.37%
55,950
-741
24
$1.4M 1.36%
1,217
+10
25
$1.4M 1.35%
4,034
-37
1
2 3