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
$212M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.94M
3
+$1.92M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.68M
5
AMD icon
Advanced Micro Devices
AMD
+$804K

Top Sells

1
+$2.17M
2
+$2.05M
3
+$1.86M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.82M
5
LULU icon
lululemon athletica
LULU
+$986K

Sector Composition

1 Technology 18.24%
2 Healthcare 12.39%
3 Financials 11.46%
4 Consumer Discretionary 10.41%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.47M 4.47%
188,349
+87,604
2
$6.16M 2.91%
44,320
3
$6.01M 2.84%
34,419
-527
4
$5.37M 2.53%
44,403
-922
5
$5.28M 2.49%
49,303
-433
6
$5.21M 2.46%
16,890
-16
7
$4.89M 2.31%
30,020
+40
8
$4.86M 2.29%
36,905
-955
9
$4.74M 2.24%
91,648
-410
10
$4.64M 2.19%
45,568
-578
11
$4.28M 2.02%
41,268
-1,428
12
$4.2M 1.98%
35,218
-415
13
$3.8M 1.79%
13,914
-275
14
$3.67M 1.73%
8,123
-744
15
$3.55M 1.68%
32,400
-365
16
$3.53M 1.67%
14,101
-280
17
$3.45M 1.63%
6,764
-69
18
$3.44M 1.62%
15,531
+21
19
$3.37M 1.59%
4,412
-28
20
$3.37M 1.59%
53,480
-350
21
$3.16M 1.49%
37,440
-932
22
$3.12M 1.47%
15,417
-68
23
$3.07M 1.45%
4,399
-39
24
$3.03M 1.43%
13,085
+1,532
25
$3.01M 1.42%
17,102
-3
1
2 3 4