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
$128M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$592K
3
+$480K
4
CVS icon
CVS Health
CVS
+$363K
5
EOG icon
EOG Resources
EOG
+$273K

Top Sells

1
+$1.49M
2
+$799K
3
+$668K
4
AAPL icon
Apple
AAPL
+$510K
5
IP icon
International Paper
IP
+$470K

Sector Composition

1 Financials 13.34%
2 Healthcare 11.38%
3 Industrials 10.95%
4 Consumer Discretionary 8.75%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.17M 4.81%
56,822
+5,459
2
$4.91M 3.83%
41,669
+2,164
3
$3.54M 2.76%
67,240
+3,386
4
$3.05M 2.38%
15,629
-691
5
$2.87M 2.24%
26,333
-220
6
$2.15M 1.68%
134,644
-2,589
7
$2.13M 1.66%
20,195
+21
8
$2.13M 1.66%
56,606
-796
9
$2.13M 1.66%
1,194
-57
10
$2.11M 1.65%
24,063
+86
11
$2.07M 1.62%
5,397
+15
12
$1.84M 1.43%
10,391
-410
13
$1.84M 1.43%
7,797
+197
14
$1.81M 1.42%
19,275
-669
15
$1.8M 1.41%
20,521
+341
16
$1.79M 1.39%
49,764
-14,204
17
$1.79M 1.39%
20,078
+80
18
$1.76M 1.38%
10,758
+59
19
$1.72M 1.35%
12,138
+18
20
$1.72M 1.34%
16,269
-706
21
$1.72M 1.34%
34,889
-1,148
22
$1.68M 1.31%
14,874
-329
23
$1.68M 1.31%
34,859
+541
24
$1.66M 1.3%
12,201
-319
25
$1.64M 1.28%
19,964
+182
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