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
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.67M
4
OXY icon
Occidental Petroleum
OXY
+$1.64M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.52M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.4M
5
MDLZ icon
Mondelez International
MDLZ
+$1.32M

Sector Composition

1 Financials 14.73%
2 Technology 11.13%
3 Industrials 10.65%
4 Consumer Discretionary 10.51%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.56M 4.56%
61,925
+764
2
$5.1M 3.54%
43,642
+230
3
$3.68M 2.56%
71,468
+556
4
$3.47M 2.41%
14,259
-199
5
$2.98M 2.07%
27,515
+197
6
$2.93M 2.03%
8,649
-275
7
$2.86M 1.98%
5,260
-13
8
$2.56M 1.78%
23,281
-18
9
$2.27M 1.58%
16,056
-205
10
$2.26M 1.57%
17,040
-267
11
$2.25M 1.56%
1,109
-17
12
$2.25M 1.56%
128,022
-1,002
13
$2.24M 1.56%
21,340
+250
14
$2.2M 1.53%
17,380
-297
15
$2.16M 1.5%
46,648
-476
16
$2.15M 1.49%
21,786
-316
17
$2.14M 1.49%
11,025
-125
18
$2.11M 1.46%
7,766
19
$2.04M 1.42%
36,220
-200
20
$2.01M 1.4%
19,651
+456
21
$1.94M 1.35%
10,510
+104
22
$1.94M 1.35%
23,293
-615
23
$1.93M 1.34%
20,783
-117
24
$1.92M 1.33%
20,089
+142
25
$1.86M 1.29%
43,193
+47
1
2 3 4