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
$146M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.68M
3
+$1.63M
4
MDLZ icon
Mondelez International
MDLZ
+$1.32M
5
DD icon
DuPont de Nemours
DD
+$1.08M

Top Sells

1
+$1.46M
2
+$1.45M
3
+$1.24M
4
BA icon
Boeing
BA
+$264K
5
ABBV icon
AbbVie
ABBV
+$256K

Sector Composition

1 Financials 14.28%
2 Industrials 10.49%
3 Consumer Discretionary 10.45%
4 Technology 10.25%
5 Healthcare 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.56M 4.51%
61,161
+4,268
2
$5.1M 3.5%
43,412
+2,200
3
$3.68M 2.53%
70,912
+3,618
4
$3.47M 2.38%
14,458
-895
5
$2.98M 2.04%
27,318
+1,109
6
$2.93M 2.01%
8,924
-806
7
$2.86M 1.96%
5,273
-150
8
$2.56M 1.76%
23,299
-467
9
$2.4M 1.65%
17,677
-1,189
10
$2.34M 1.61%
1,126
-26
11
$2.21M 1.52%
21,090
+449
12
$2.19M 1.5%
16,261
-700
13
$2.14M 1.47%
129,024
-814
14
$2.07M 1.42%
17,307
-351
15
$2.04M 1.4%
7,766
16
$2.02M 1.39%
22,102
-462
17
$1.98M 1.36%
19,195
+3,234
18
$1.98M 1.36%
20,900
-2,705
19
$1.98M 1.36%
47,124
-1,080
20
$1.89M 1.3%
36,420
-900
21
$1.85M 1.27%
43,146
-3,866
22
$1.85M 1.27%
54,076
-252
23
$1.84M 1.27%
13,267
-129
24
$1.81M 1.25%
23,908
-1,595
25
$1.8M 1.23%
60,567
-2,037
1
2 3 4