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
$141M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.23M
3
+$736K
4
KHC icon
Kraft Heinz
KHC
+$434K
5
AMAT icon
Applied Materials
AMAT
+$311K

Top Sells

1
+$1.79M
2
+$1.68M
3
+$1.66M
4
TT icon
Trane Technologies
TT
+$1.53M
5
CCL icon
Carnival Corp
CCL
+$1.34M

Sector Composition

1 Financials 15.69%
2 Healthcare 10.9%
3 Industrials 10.15%
4 Technology 9.87%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.67M 4.73%
63,198
+1,273
2
$5.09M 3.61%
44,328
+686
3
$3.79M 2.69%
73,065
+1,597
4
$3.28M 2.32%
13,604
-655
5
$3.03M 2.15%
28,058
+543
6
$2.97M 2.11%
7,988
-661
7
$2.52M 1.78%
22,296
-985
8
$2.48M 1.76%
15,242
-814
9
$2.47M 1.75%
43,732
-2,916
10
$2.39M 1.69%
15,917
-1,123
11
$2.36M 1.67%
5,000
-260
12
$2.33M 1.66%
20,409
-1,377
13
$2.29M 1.62%
21,852
+512
14
$2.28M 1.62%
124,759
-3,263
15
$2.27M 1.61%
7,795
+29
16
$2.18M 1.55%
18,990
-1,099
17
$2.17M 1.54%
16,418
-962
18
$2.15M 1.52%
15,422
-859
19
$2.09M 1.48%
1,055
-54
20
$2.09M 1.48%
20,645
+994
21
$2.07M 1.47%
34,340
-1,880
22
$2.05M 1.45%
9,883
-627
23
$1.98M 1.41%
40,778
-2,415
24
$1.98M 1.4%
19,959
-1,803
25
$1.96M 1.39%
12,257
-599
1
2 3 4