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
$106M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.24M
3
+$1.2M
4
EOG icon
EOG Resources
EOG
+$1.2M
5
NBL
Noble Energy, Inc.
NBL
+$1.18M

Top Sells

1
+$11.5M
2
+$5.87M
3
+$1M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$580K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$480K

Sector Composition

1 Technology 15.12%
2 Financials 13.23%
3 Industrials 10.54%
4 Healthcare 8.67%
5 Energy 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.23%
10,336
-386
27
$1.3M 1.23%
17,358
-1,040
28
$1.3M 1.23%
21,461
-122
29
$1.3M 1.23%
21,084
+189
30
$1.29M 1.22%
12,991
-102
31
$1.28M 1.21%
4,083
-93
32
$1.28M 1.21%
16,280
-439
33
$1.27M 1.2%
54,764
-1,668
34
$1.27M 1.2%
16,606
-630
35
$1.27M 1.2%
+10,343
36
$1.26M 1.19%
30,661
+489
37
$1.25M 1.18%
23,912
+311
38
$1.24M 1.17%
+60,861
39
$1.24M 1.17%
19,102
+516
40
$1.22M 1.15%
30,616
+396
41
$1.21M 1.14%
46,843
-1,066
42
$1.21M 1.14%
47,063
-1,590
43
$1.2M 1.13%
+8,085
44
$1.2M 1.13%
9,618
+86
45
$1.2M 1.13%
+12,250
46
$1.2M 1.13%
12,283
+57
47
$1.18M 1.11%
46,245
+900
48
$1.18M 1.11%
+16,674
49
$1.17M 1.1%
22,682
+161
50
$1.17M 1.1%
+31,745
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