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
$143M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$56.3K
3
+$53.6K
4
BAC icon
Bank of America
BAC
+$52.8K
5
BIDU icon
Baidu
BIDU
+$44.3K

Top Sells

1
+$731K
2
+$465K
3
+$420K
4
UNP icon
Union Pacific
UNP
+$285K
5
CVS icon
CVS Health
CVS
+$189K

Sector Composition

1 Financials 14.37%
2 Technology 13.05%
3 Healthcare 11.23%
4 Consumer Discretionary 10.33%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.93M 4.83%
63,504
+244
2
$5.29M 3.69%
44,427
+227
3
$4.05M 2.83%
76,771
+1,066
4
$3.13M 2.18%
28,130
+167
5
$2.59M 1.8%
29,060
+420
6
$2.54M 1.77%
6,672
-1,220
7
$2.45M 1.71%
15,684
-104
8
$2.4M 1.67%
13,142
+2,209
9
$2.38M 1.66%
20,148
-103
10
$2.37M 1.65%
22,344
+238
11
$2.31M 1.61%
12,729
-818
12
$2.3M 1.61%
21,587
+57
13
$2.28M 1.59%
22,494
+266
14
$2.26M 1.58%
112,888
-3,959
15
$2.25M 1.57%
21,698
-196
16
$2.24M 1.56%
13,374
-1,707
17
$2.21M 1.54%
40,871
+285
18
$2.16M 1.51%
5,063
+59
19
$2.1M 1.47%
52,665
+122
20
$2.1M 1.47%
44,296
+820
21
$2.09M 1.46%
35,600
+580
22
$2.08M 1.45%
18,990
+82
23
$2.07M 1.44%
16,543
+154
24
$2.06M 1.43%
7,284
-264
25
$2.02M 1.41%
15,499
+170
1
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