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
$162M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.25M
3
+$1.05M
4
LLY icon
Eli Lilly
LLY
+$1M
5
MBB icon
iShares MBS ETF
MBB
+$836K

Top Sells

1
+$257K
2
+$198K
3
+$100K
4
ITW icon
Illinois Tool Works
ITW
+$89.7K
5
MELI icon
Mercado Libre
MELI
+$84.5K

Sector Composition

1 Technology 16.44%
2 Financials 13.52%
3 Consumer Discretionary 11.89%
4 Healthcare 11.88%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.48M 4.01%
54,917
+2,165
2
$6.05M 3.74%
44,926
+2,047
3
$5.9M 3.65%
116,219
4
$4.8M 2.97%
87,492
+5,062
5
$4.56M 2.82%
39,387
-2,221
6
$4.44M 2.75%
28,200
-220
7
$4.03M 2.49%
13,691
-160
8
$3.76M 2.33%
17,895
-285
9
$3.76M 2.33%
19,102
-1,004
10
$3.75M 2.32%
32,384
+2,400
11
$3.2M 1.98%
43,720
+420
12
$3.02M 1.87%
27,981
+2,575
13
$2.95M 1.83%
11,743
+33
14
$2.93M 1.81%
17,665
-603
15
$2.92M 1.81%
5,963
-110
16
$2.91M 1.8%
14,533
+24
17
$2.88M 1.78%
10,979
-35
18
$2.75M 1.7%
13,979
+67
19
$2.65M 1.64%
4,705
-1
20
$2.54M 1.57%
5,071
+24
21
$2.5M 1.54%
4,458
-149
22
$2.46M 1.52%
9,687
-48
23
$2.45M 1.51%
46,939
-1,285
24
$2.43M 1.5%
52,071
-1,275
25
$2.42M 1.5%
52,261
+257
1
2 3 4