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
$125M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.01M
3
+$971K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$451K
5
CVX icon
Chevron
CVX
+$360K

Top Sells

1
+$1.33M
2
+$1.3M
3
+$208K
4
MET icon
MetLife
MET
+$187K
5
GILD icon
Gilead Sciences
GILD
+$131K

Sector Composition

1 Financials 14.2%
2 Industrials 10.87%
3 Healthcare 10.15%
4 Communication Services 9.32%
5 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.28%
12,730
-13
27
$1.59M 1.27%
50,056
+506
28
$1.57M 1.25%
12,235
+290
29
$1.55M 1.24%
24,645
+573
30
$1.54M 1.23%
22,677
+357
31
$1.53M 1.22%
49,082
+1,121
32
$1.53M 1.22%
20,284
+425
33
$1.51M 1.21%
13,902
+79
34
$1.51M 1.2%
14,633
+3,498
35
$1.5M 1.2%
13,131
36
$1.5M 1.19%
34,978
+1,035
37
$1.49M 1.19%
20,077
+496
38
$1.48M 1.18%
15,244
+413
39
$1.48M 1.18%
27,372
+712
40
$1.46M 1.16%
45,823
+1,205
41
$1.45M 1.15%
10,990
+54
42
$1.45M 1.15%
7,950
+116
43
$1.44M 1.15%
19,907
+490
44
$1.42M 1.14%
36,263
+809
45
$1.42M 1.13%
31,271
-681
46
$1.4M 1.12%
+39,264
47
$1.4M 1.12%
43,616
+885
48
$1.38M 1.1%
29,187
-212
49
$1.38M 1.1%
11,854
+382
50
$1.36M 1.09%
20,270
+541
1
2
3 4