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
$134M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$725K
3
+$489K
4
STI
SunTrust Banks, Inc.
STI
+$374K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$224K

Top Sells

1
+$188K
2
+$152K
3
+$125K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$103K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$87.3K

Sector Composition

1 Financials 13.89%
2 Industrials 11.17%
3 Healthcare 11.08%
4 Consumer Discretionary 9.42%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.29%
37,020
-960
27
$1.71M 1.28%
14,531
-343
28
$1.66M 1.24%
13,348
-147
29
$1.65M 1.23%
13,001
-18
30
$1.64M 1.23%
17,484
-227
31
$1.63M 1.22%
5,122
+477
32
$1.62M 1.21%
34,787
-378
33
$1.6M 1.2%
12,526
-112
34
$1.59M 1.19%
8,278
-149
35
$1.57M 1.18%
45,052
-602
36
$1.56M 1.16%
61,704
-822
37
$1.54M 1.15%
20,055
-314
38
$1.53M 1.15%
19,754
-210
39
$1.52M 1.13%
13,134
-184
40
$1.51M 1.13%
16,476
-568
41
$1.5M 1.12%
21,798
-142
42
$1.5M 1.12%
27,083
-160
43
$1.48M 1.11%
47,384
-637
44
$1.47M 1.1%
27,248
-366
45
$1.47M 1.1%
27,719
-752
46
$1.42M 1.06%
26,408
-234
47
$1.41M 1.05%
11,763
-109
48
$1.41M 1.05%
44,151
-371
49
$1.4M 1.04%
18,844
-169
50
$1.39M 1.04%
7,795
-147
1
2
3 4