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
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$414K
3
+$367K
4
FANG icon
Diamondback Energy
FANG
+$239K
5
FDX icon
FedEx
FDX
+$158K

Top Sells

1
+$1.45M
2
+$1.4M
3
+$1.19M
4
OXY icon
Occidental Petroleum
OXY
+$735K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$716K

Sector Composition

1 Financials 14.55%
2 Technology 12.55%
3 Healthcare 10.78%
4 Consumer Discretionary 10.44%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.27M 5%
64,269
-459
2
$5.79M 3.98%
45,440
-227
3
$4.43M 3.04%
82,507
+88
4
$3.43M 2.36%
30,100
+306
5
$2.72M 1.87%
19,550
-204
6
$2.71M 1.86%
44,300
+7,780
7
$2.69M 1.85%
22,831
+149
8
$2.64M 1.82%
24,814
+451
9
$2.63M 1.81%
15,277
-156
10
$2.59M 1.78%
6,799
+11
11
$2.56M 1.76%
29,460
-20
12
$2.5M 1.72%
44,736
-140
13
$2.39M 1.64%
52,929
-192
14
$2.28M 1.57%
57,669
-222
15
$2.24M 1.54%
13,390
+119
16
$2.23M 1.54%
5,014
-44
17
$2.23M 1.53%
13,754
+73
18
$2.19M 1.51%
106,359
-3,309
19
$2.19M 1.51%
20,158
-45
20
$2.18M 1.5%
19,832
-406
21
$2.17M 1.49%
20,921
-191
22
$2.14M 1.47%
1,092
-5
23
$2.13M 1.46%
18,904
-602
24
$2.12M 1.45%
13,109
-23
25
$2.1M 1.44%
34,681
-404
1
2 3 4