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
$118M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$474K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$270K

Top Sells

1
+$1.14M
2
+$860K
3
+$381K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$287K
5
VNM icon
VanEck Vietnam ETF
VNM
+$240K

Sector Composition

1 Financials 13.18%
2 Technology 12.85%
3 Industrials 10.46%
4 Healthcare 9.85%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.23%
27,074
+190
27
$1.45M 1.23%
26,536
+304
28
$1.43M 1.21%
15,987
+999
29
$1.42M 1.2%
12,729
+456
30
$1.41M 1.19%
10,843
+437
31
$1.41M 1.19%
29,205
+825
32
$1.39M 1.18%
33,452
+1,010
33
$1.39M 1.18%
22,149
+775
34
$1.38M 1.17%
14,653
+566
35
$1.37M 1.16%
57,794
+2,469
36
$1.37M 1.16%
29,488
+727
37
$1.36M 1.15%
12,843
+398
38
$1.35M 1.14%
47,313
+1,092
39
$1.34M 1.13%
1,176
-71
40
$1.34M 1.13%
29,012
+1,026
41
$1.34M 1.13%
17,528
+663
42
$1.33M 1.13%
22,155
+504
43
$1.33M 1.13%
19,220
+529
44
$1.33M 1.13%
33,594
+1,187
45
$1.32M 1.12%
3,889
+167
46
$1.3M 1.1%
32,582
+1,570
47
$1.3M 1.1%
46,002
+1,041
48
$1.3M 1.1%
13,774
+174
49
$1.27M 1.08%
42,606
+1,619
50
$1.25M 1.06%
18,367
+919
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