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
$142M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.64M
3
+$1.64M
4
PWR icon
Quanta Services
PWR
+$1.6M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.27M
4
RTX icon
RTX Corp
RTX
+$1.12M
5
WFC icon
Wells Fargo
WFC
+$946K

Sector Composition

1 Technology 15.99%
2 Financials 14.89%
3 Consumer Discretionary 11.85%
4 Healthcare 11.6%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.24M 4.38%
52,752
-6,079
2
$5.9M 4.14%
116,219
-28,962
3
$5.77M 4.05%
42,879
-1,060
4
$4.51M 3.17%
82,430
+97
5
$3.92M 2.75%
28,420
-360
6
$3.79M 2.66%
41,608
-704
7
$3.7M 2.6%
18,180
-321
8
$3.5M 2.46%
20,106
-211
9
$3.46M 2.43%
29,984
+144
10
$3.07M 2.15%
43,300
+240
11
$2.99M 2.1%
13,851
-322
12
$2.87M 2.02%
4,607
-192
13
$2.8M 1.97%
14,509
-32
14
$2.74M 1.92%
25,406
+147
15
$2.64M 1.86%
6,073
-71
16
$2.56M 1.8%
4,706
-109
17
$2.53M 1.78%
48,224
-712
18
$2.5M 1.76%
11,014
-11
19
$2.47M 1.73%
18,268
-167
20
$2.35M 1.65%
13,912
-45
21
$2.3M 1.61%
5,047
-28
22
$2.3M 1.61%
9,735
-27
23
$2.13M 1.5%
22,658
+155
24
$2.13M 1.5%
53,346
-1,215
25
$2.03M 1.42%
52,004
+97
1
2 3 4