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
$108M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.26M
3
+$1.39M
4
GM icon
General Motors
GM
+$1.27M
5
LOW icon
Lowe's Companies
LOW
+$1.27M

Top Sells

1
+$9.16M
2
+$7.4M
3
+$785K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$212K
5
CVX icon
Chevron
CVX
+$155K

Sector Composition

1 Financials 13.68%
2 Healthcare 9.9%
3 Technology 9.85%
4 Industrials 9.78%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.96M 4.59%
+45,269
2
$4.2M 3.88%
36,214
+1,012
3
$3.1M 2.87%
58,922
+2,246
4
$2.69M 2.48%
24,508
+732
5
$2.26M 2.09%
+15,712
6
$2.1M 1.94%
97,053
+50,523
7
$1.93M 1.78%
18,171
+794
8
$1.77M 1.64%
16,391
+6,594
9
$1.72M 1.59%
130,760
+2,310
10
$1.69M 1.56%
61,188
-604
11
$1.62M 1.5%
57,082
-954
12
$1.62M 1.5%
23,270
-271
13
$1.6M 1.48%
5,378
+1,344
14
$1.56M 1.44%
18,725
+892
15
$1.49M 1.38%
1,206
-11
16
$1.49M 1.38%
32,525
-383
17
$1.47M 1.35%
10,593
-89
18
$1.44M 1.33%
45,220
+440
19
$1.44M 1.33%
38,621
+10,743
20
$1.44M 1.33%
16,277
+493
21
$1.43M 1.32%
45,644
+12,122
22
$1.41M 1.3%
14,369
-169
23
$1.41M 1.3%
7,360
-47,808
24
$1.39M 1.29%
+32,246
25
$1.38M 1.28%
22,640
+93
1
2 3 4