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
$111M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.46M
3
+$1.27M
4
VOD icon
Vodafone
VOD
+$900K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$890K

Top Sells

1
+$1.95M
2
+$1.7M
3
+$1.65M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.6M
5
PVH icon
PVH
PVH
+$1.45M

Sector Composition

1 Financials 12.63%
2 Technology 10.1%
3 Industrials 8.89%
4 Consumer Staples 8.8%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.25%
33,114
-338
27
$1.37M 1.24%
56,691
-1,103
28
$1.36M 1.23%
12,278
-374
29
$1.36M 1.23%
12,667
-176
30
$1.34M 1.21%
22,261
+112
31
$1.33M 1.2%
29,595
+390
32
$1.32M 1.19%
19,090
-130
33
$1.32M 1.19%
33,453
-141
34
$1.32M 1.19%
28,534
-478
35
$1.31M 1.18%
22,547
-490
36
$1.3M 1.17%
22,297
+142
37
$1.3M 1.17%
57,788
-1,562
38
$1.3M 1.17%
45,742
-260
39
$1.3M 1.17%
13,628
-146
40
$1.28M 1.16%
46,734
-579
41
$1.27M 1.15%
+46,218
42
$1.26M 1.14%
18,591
+224
43
$1.24M 1.12%
48,565
+5,959
44
$1.21M 1.09%
11,575
+1,643
45
$1.21M 1.09%
43,780
+1,324
46
$1.21M 1.09%
16,413
+45
47
$1.2M 1.08%
8,679
+45
48
$1.2M 1.08%
29,639
+151
49
$1.19M 1.07%
33,097
+247
50
$1.19M 1.07%
4,321
1
2
3 4