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
$117M
AUM Growth
+$97K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$332K
3
+$109K
4
PANW icon
Palo Alto Networks
PANW
+$103K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80K

Top Sells

1
+$902K
2
+$895K
3
+$635K
4
NBL
Noble Energy, Inc.
NBL
+$409K
5
CXO
CONCHO RESOURCES INC.
CXO
+$343K

Sector Composition

1 Financials 13.77%
2 Healthcare 10.91%
3 Industrials 10.6%
4 Technology 9.91%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.37M 4.61%
48,436
+722
2
$4.55M 3.91%
38,310
+582
3
$3.27M 2.8%
61,956
+404
4
$2.88M 2.47%
25,794
+275
5
$2.67M 2.29%
16,381
+187
6
$2.2M 1.89%
96,225
-2,199
7
$2.05M 1.76%
19,303
+314
8
$1.94M 1.66%
17,552
+370
9
$1.88M 1.61%
136,789
+519
10
$1.85M 1.59%
5,432
+10
11
$1.76M 1.51%
57,798
+246
12
$1.71M 1.47%
22,367
-870
13
$1.7M 1.46%
62,364
+360
14
$1.66M 1.43%
43,540
-1,800
15
$1.64M 1.41%
15,388
-56
16
$1.61M 1.38%
1,250
+26
17
$1.61M 1.38%
10,725
-44
18
$1.6M 1.37%
19,582
+227
19
$1.58M 1.36%
28,681
-770
20
$1.57M 1.35%
7,647
21
$1.55M 1.33%
33,750
+574
22
$1.55M 1.33%
19,811
+274
23
$1.52M 1.3%
12,753
+135
24
$1.52M 1.3%
12,993
+96
25
$1.47M 1.26%
7,710
+8
1
2 3 4