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
$159M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.57M
3
+$1.39M
4
CXO
CONCHO RESOURCES INC.
CXO
+$417K
5
SCHW icon
Charles Schwab
SCHW
+$392K

Top Sells

1
+$1.48M
2
+$239K
3
+$107K
4
AAPL icon
Apple
AAPL
+$61.4K
5
WMT icon
Walmart
WMT
+$46.3K

Sector Composition

1 Financials 14.53%
2 Technology 13.84%
3 Healthcare 12.37%
4 Consumer Discretionary 10.42%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.2M 4.53%
64,043
-226
2
$5.81M 3.66%
45,439
-1
3
$4.49M 2.83%
83,803
+1,296
4
$3.45M 2.17%
30,286
+186
5
$3.22M 2.03%
43,900
-836
6
$3.18M 2.01%
22,837
+6
7
$3.04M 1.92%
19,301
-249
8
$2.98M 1.88%
44,520
+220
9
$2.83M 1.78%
15,071
-206
10
$2.82M 1.78%
13,302
-88
11
$2.73M 1.72%
25,578
+764
12
$2.72M 1.71%
29,400
-60
13
$2.49M 1.57%
4,946
-68
14
$2.48M 1.57%
13,746
-8
15
$2.47M 1.55%
10,232
-68
16
$2.45M 1.54%
16,178
-83
17
$2.37M 1.5%
52,786
-143
18
$2.33M 1.47%
15,756
-159
19
$2.31M 1.46%
11,270
-29
20
$2.26M 1.42%
19,912
-246
21
$2.25M 1.42%
20,800
-121
22
$2.24M 1.41%
105,961
-398
23
$2.24M 1.41%
56,499
-1,170
24
$2.23M 1.41%
1,088
-4
25
$2.21M 1.39%
6,874
-66
1
2 3 4