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
$121M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$626K
3
+$169K
4
ITW icon
Illinois Tool Works
ITW
+$111K
5
VMW
VMware, Inc
VMW
+$92.3K

Top Sells

1
+$2.24M
2
+$2.12M
3
+$2.09M
4
NOW icon
ServiceNow
NOW
+$2.01M
5
SYY icon
Sysco
SYY
+$1.99M

Sector Composition

1 Financials 13.36%
2 Healthcare 13.12%
3 Technology 12.9%
4 Consumer Discretionary 10.53%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.21M 5.94%
+145,181
2
$6.79M 5.59%
58,831
-5,212
3
$5.43M 4.47%
43,939
-1,500
4
$4.31M 3.55%
82,333
-1,470
5
$3.37M 2.78%
29,840
-446
6
$2.92M 2.4%
18,501
-800
7
$2.81M 2.31%
28,780
-620
8
$2.76M 2.27%
14,173
+871
9
$2.69M 2.22%
42,312
-1,588
10
$2.69M 2.21%
25,259
-319
11
$2.5M 2.06%
43,060
-1,460
12
$2.34M 1.93%
4,799
-144
13
$2.34M 1.93%
14,541
-530
14
$2.12M 1.74%
4,815
-131
15
$2.07M 1.7%
54,561
-1,938
16
$2.03M 1.67%
22,503
-334
17
$1.98M 1.63%
9,762
-470
18
$1.97M 1.62%
13,957
+211
19
$1.96M 1.61%
6,144
-203
20
$1.95M 1.6%
20,317
-483
21
$1.91M 1.57%
5,075
-75
22
$1.84M 1.52%
11,025
-245
23
$1.78M 1.47%
51,907
-879
24
$1.69M 1.4%
18,783
-1,129
25
$1.68M 1.38%
6,725
-129
1
2 3 4