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
$116M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.31M
3
+$1.26M
4
TT icon
Trane Technologies
TT
+$1.19M
5
WHR icon
Whirlpool
WHR
+$1.15M

Top Sells

1
+$1.12M
2
+$1.1M
3
+$1.03M
4
CMI icon
Cummins
CMI
+$963K
5
EOG icon
EOG Resources
EOG
+$958K

Sector Composition

1 Financials 13.93%
2 Healthcare 10.98%
3 Industrials 9.84%
4 Technology 9.38%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.15M 4.43%
47,714
+2,445
2
$4.3M 3.69%
37,728
+1,514
3
$3.22M 2.76%
61,552
+2,630
4
$2.83M 2.43%
25,519
+1,011
5
$2.41M 2.07%
16,194
+482
6
$2.01M 1.73%
18,989
+818
7
$2.01M 1.73%
98,424
+1,371
8
$1.85M 1.59%
5,422
+44
9
$1.83M 1.57%
136,270
+5,510
10
$1.81M 1.56%
17,182
+791
11
$1.8M 1.55%
23,237
-33
12
$1.76M 1.52%
45,340
+120
13
$1.75M 1.5%
10,769
+176
14
$1.63M 1.4%
29,451
+71
15
$1.63M 1.4%
62,004
+816
16
$1.62M 1.39%
57,552
+470
17
$1.57M 1.35%
46,828
+1,184
18
$1.56M 1.34%
1,224
+18
19
$1.56M 1.34%
19,355
+630
20
$1.56M 1.34%
7,647
+287
21
$1.54M 1.32%
23,290
+650
22
$1.53M 1.32%
10,588
+186
23
$1.52M 1.31%
15,444
+341
24
$1.5M 1.29%
19,475
+385
25
$1.48M 1.27%
14,661
+292
1
2 3 4