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
$192M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.27M
3
+$275K
4
ADBE icon
Adobe
ADBE
+$161K
5
WFC icon
Wells Fargo
WFC
+$157K

Top Sells

1
+$1.39M
2
+$196K
3
+$138K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$129K
5
BAC icon
Bank of America
BAC
+$114K

Sector Composition

1 Technology 17.78%
2 Healthcare 12.67%
3 Financials 10.92%
4 Industrials 10.33%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.41M 3.34%
64,678
-1,302
2
$5.75M 2.99%
34,858
+18
3
$5.44M 2.83%
32,659
-1,176
4
$5.36M 2.79%
106,464
+576
5
$5.22M 2.71%
50,502
+919
6
$5.09M 2.65%
68,947
+282
7
$5.04M 2.62%
17,483
+30
8
$5.02M 2.61%
107,772
+574
9
$4.97M 2.59%
47,942
+539
10
$4.83M 2.52%
63,423
+446
11
$4.09M 2.13%
35,648
-190
12
$3.83M 1.99%
47,737
+119
13
$3.79M 1.97%
35,213
+151
14
$3.74M 1.95%
14,190
-110
15
$3.63M 1.89%
16,097
-65
16
$3.53M 1.84%
4,295
-52
17
$3.41M 1.78%
53,200
-810
18
$3.29M 1.71%
31,420
+160
19
$3.2M 1.67%
1,206
-9
20
$3.15M 1.64%
6,670
-1
21
$3.12M 1.62%
15,579
-51
22
$3.08M 1.6%
14,518
+5,973
23
$3.04M 1.58%
4,544
+97
24
$3.01M 1.57%
23,120
+243
25
$3M 1.56%
17,486
-48
1
2 3 4