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
$130M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.4M
4
TWTR
Twitter, Inc.
TWTR
+$1.39M
5
NFLX icon
Netflix
NFLX
+$1.34M

Top Sells

1
+$2.28M
2
+$1.8M
3
+$1.73M
4
NVDA icon
NVIDIA
NVDA
+$1.66M
5
AET
Aetna Inc
AET
+$1.56M

Sector Composition

1 Financials 14.03%
2 Healthcare 12.35%
3 Technology 11.94%
4 Consumer Discretionary 9.56%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.74M 5.18%
63,260
+62
2
$4.99M 3.83%
44,200
-128
3
$3.91M 3.01%
75,705
+2,640
4
$3.05M 2.34%
27,963
-95
5
$2.54M 1.96%
7,892
-96
6
$2.33M 1.79%
22,106
+254
7
$2.24M 1.72%
21,530
+885
8
$2.19M 1.68%
13,547
-57
9
$2.17M 1.67%
22,228
-68
10
$2.15M 1.65%
+28,640
11
$2.08M 1.6%
15,081
-161
12
$2.08M 1.6%
15,788
-129
13
$2.06M 1.58%
20,251
-158
14
$1.97M 1.51%
5,004
+4
15
$1.91M 1.47%
9,834
-49
16
$1.91M 1.47%
15,329
-93
17
$1.89M 1.45%
7,548
-247
18
$1.84M 1.42%
21,894
+50
19
$1.83M 1.41%
44,226
-153
20
$1.83M 1.41%
35,020
+680
21
$1.82M 1.4%
19,713
-49
22
$1.82M 1.4%
1,055
23
$1.8M 1.38%
10,933
24
$1.8M 1.38%
57,957
-318
25
$1.8M 1.38%
+116,847
1
2 3 4 5