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
$144M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.24M
3
+$936K
4
EA icon
Electronic Arts
EA
+$894K
5
PXD
Pioneer Natural Resource Co.
PXD
+$569K

Top Sells

1
+$1.92M
2
+$1.38M
3
+$1.16M
4
BHF icon
Brighthouse Financial
BHF
+$129K
5
MAR icon
Marriott International
MAR
+$26.2K

Sector Composition

1 Financials 14.94%
2 Industrials 12%
3 Technology 9.93%
4 Consumer Discretionary 9.49%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.22M 4.31%
56,893
+1,032
2
$5.01M 3.47%
41,212
+864
3
$3.83M 2.65%
15,353
+91
4
$3.52M 2.44%
67,294
+1,562
5
$2.9M 2.01%
26,209
+445
6
$2.87M 1.99%
9,730
-15
7
$2.79M 1.93%
5,423
+21
8
$2.56M 1.77%
18,866
-193
9
$2.54M 1.76%
23,766
+193
10
$2.28M 1.58%
23,605
-74
11
$2.27M 1.57%
16,961
+228
12
$2.23M 1.55%
129,838
+866
13
$2.18M 1.51%
54,328
+461
14
$2.17M 1.5%
20,641
+446
15
$2.07M 1.44%
7,766
+15
16
$2.06M 1.43%
62,604
+1,488
17
$2.04M 1.41%
48,204
-24
18
$2.02M 1.4%
11,468
+45
19
$2.01M 1.39%
17,658
+75
20
$2M 1.39%
1,152
+12
21
$1.97M 1.36%
37,320
+260
22
$1.93M 1.34%
22,564
+191
23
$1.92M 1.33%
34,182
+188
24
$1.91M 1.32%
12,965
+148
25
$1.88M 1.3%
25,503
-120
1
2 3 4