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
$222M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.59M
3
+$1.23M
4
HSY icon
Hershey
HSY
+$1.1M
5
MRK icon
Merck
MRK
+$868K

Top Sells

1
+$2.72M
2
+$821K
3
+$636K
4
BAC icon
Bank of America
BAC
+$471K
5
AMZN icon
Amazon
AMZN
+$416K

Sector Composition

1 Technology 20.11%
2 Healthcare 11.35%
3 Financials 10.59%
4 Industrials 10.28%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 5.1%
225,733
-54,101
2
$7.13M 3.21%
46,933
-2,740
3
$6.56M 2.95%
46,939
-955
4
$6.53M 2.94%
33,938
-674
5
$6.46M 2.9%
17,172
-273
6
$6.23M 2.8%
28,871
-1,557
7
$5.67M 2.55%
58,832
-2,767
8
$5.47M 2.46%
48,980
-1,960
9
$5.06M 2.28%
68,832
-918
10
$4.98M 2.24%
107,351
-103
11
$4.92M 2.21%
13,894
-539
12
$4.76M 2.14%
61,473
-1,773
13
$4.15M 1.86%
34,278
-1,277
14
$4.1M 1.84%
1,156
-38
15
$4.02M 1.81%
49,512
-280
16
$3.93M 1.77%
15,104
-651
17
$3.88M 1.75%
16,127
-998
18
$3.8M 1.71%
16,844
-469
19
$3.77M 1.7%
22,169
-715
20
$3.69M 1.66%
34,043
-1,182
21
$3.67M 1.65%
22,641
-509
22
$3.65M 1.64%
13,470
-308
23
$3.61M 1.62%
6,056
-240
24
$3.59M 1.61%
4,083
-137
25
$3.57M 1.61%
4,401
-165
1
2 3 4