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
$183M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.76M
3
+$1.72M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.67M
5
MBB icon
iShares MBS ETF
MBB
+$1.4M

Top Sells

1
+$2.25M
2
+$1.65M
3
+$1.57M
4
VMW
VMware, Inc
VMW
+$1.33M
5
MRK icon
Merck
MRK
+$1.29M

Sector Composition

1 Technology 16.04%
2 Financials 14.56%
3 Healthcare 12.32%
4 Consumer Discretionary 10.88%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.21M 3.39%
54,513
-280
2
$5.96M 3.26%
45,837
+484
3
$5.74M 3.14%
113,035
-1,133
4
$4.94M 2.7%
90,373
+1,699
5
$4.51M 2.47%
43,600
-280
6
$4.48M 2.45%
36,693
-1,619
7
$4.32M 2.36%
27,920
-220
8
$4.31M 2.36%
17,759
-1,054
9
$4.17M 2.28%
17,680
-134
10
$3.81M 2.09%
32,857
+22
11
$3.5M 1.91%
39,747
-1,105
12
$3.4M 1.86%
4,512
-128
13
$3.33M 1.82%
21,852
-1,051
14
$3.23M 1.77%
10,970
-75
15
$3.22M 1.76%
11,336
-164
16
$3.11M 1.7%
28,807
+323
17
$3.08M 1.69%
14,565
-19
18
$3.06M 1.68%
13,904
-176
19
$2.95M 1.62%
27,245
+12,933
20
$2.93M 1.6%
15,400
-2,107
21
$2.82M 1.54%
52,062
-227
22
$2.8M 1.53%
20,945
-207
23
$2.79M 1.53%
14,839
-575
24
$2.76M 1.51%
5,815
-76
25
$2.74M 1.5%
44,811
-2,036
1
2 3 4