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
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$362K
3
+$269K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$224K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$210K

Top Sells

1
+$1.94M
2
+$530K
3
+$449K
4
SYY icon
Sysco
SYY
+$47.7K
5
TXN icon
Texas Instruments
TXN
+$45.1K

Sector Composition

1 Financials 13.37%
2 Healthcare 11.62%
3 Industrials 10.63%
4 Technology 9.6%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.27%
33,943
+193
27
$1.5M 1.27%
23,908
-720
28
$1.49M 1.26%
24,035
+254
29
$1.49M 1.26%
24,072
+380
30
$1.48M 1.25%
28,844
+163
31
$1.46M 1.24%
13,823
+41
32
$1.46M 1.24%
16,762
+518
33
$1.45M 1.23%
35,454
+511
34
$1.44M 1.22%
26,660
+253
35
$1.43M 1.21%
19,581
+274
36
$1.43M 1.21%
42,731
+654
37
$1.42M 1.2%
49,550
+664
38
$1.42M 1.2%
22,320
+213
39
$1.42M 1.2%
10,936
+202
40
$1.41M 1.19%
34,017
+813
41
$1.38M 1.17%
27,172
-939
42
$1.36M 1.15%
11,945
+145
43
$1.36M 1.15%
8,185
+104
44
$1.36M 1.15%
29,399
+288
45
$1.34M 1.13%
28,328
+508
46
$1.33M 1.13%
18,154
+418
47
$1.32M 1.11%
20,431
+364
48
$1.31M 1.11%
19,729
+418
49
$1.3M 1.1%
48,141
+1,066
50
$1.3M 1.1%
46,934
+703
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