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
$172M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.91M
3
+$1.73M
4
ZBRA icon
Zebra Technologies
ZBRA
+$1.5M
5
FANG icon
Diamondback Energy
FANG
+$1.48M

Top Sells

1
+$4.28M
2
+$2.92M
3
+$2.61M
4
MCD icon
McDonald's
MCD
+$2.39M
5
LLY icon
Eli Lilly
LLY
+$2.11M

Sector Composition

1 Technology 16.06%
2 Healthcare 12.62%
3 Financials 11.59%
4 Industrials 9.62%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.09M 5.29%
181,366
-6,983
2
$4.97M 2.9%
48,903
-400
3
$4.85M 2.83%
44,540
+220
4
$4.84M 2.82%
43,975
-428
5
$4.69M 2.73%
34,322
-97
6
$4.6M 2.68%
90,943
-705
7
$4.49M 2.61%
35,788
-1,117
8
$4.44M 2.59%
45,571
+3
9
$4.37M 2.55%
17,006
+116
10
$3.88M 2.26%
35,123
-95
11
$3.44M 2.01%
6,707
-57
12
$3.43M 2%
32,271
-129
13
$3.25M 1.89%
30,553
+533
14
$3.07M 1.79%
15,601
+70
15
$2.99M 1.74%
14,031
+117
16
$2.97M 1.73%
28,375
-12
17
$2.82M 1.65%
7,482
-641
18
$2.7M 1.57%
4,429
+17
19
$2.69M 1.57%
13,710
+3
20
$2.69M 1.57%
15,399
-18
21
$2.63M 1.53%
11,599
-1,486
22
$2.61M 1.52%
4,414
+15
23
$2.6M 1.51%
53,440
-40
24
$2.5M 1.45%
22,168
+275
25
$2.45M 1.43%
14,512
-54
1
2 3 4