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
$151M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$906K
3
+$872K
4
JNJ icon
Johnson & Johnson
JNJ
+$792K
5
BIDU icon
Baidu
BIDU
+$582K

Top Sells

1
+$1.62M
2
+$1.49M
3
+$1.06M
4
APC
Anadarko Petroleum
APC
+$935K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$229K

Sector Composition

1 Financials 14.97%
2 Technology 12.92%
3 Healthcare 10.62%
4 Consumer Discretionary 10.19%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.37%
1,097
+32
27
$2.06M 1.36%
7,015
-269
28
$2.05M 1.36%
51,976
-7
29
$2.02M 1.34%
13,488
+279
30
$2.01M 1.33%
20,238
-124
31
$1.98M 1.31%
36,520
+920
32
$1.97M 1.31%
20,203
+619
33
$1.96M 1.3%
35,085
+694
34
$1.93M 1.28%
11,226
+37
35
$1.93M 1.28%
13,132
+320
36
$1.91M 1.27%
46,393
+1,339
37
$1.9M 1.26%
10,327
+343
38
$1.89M 1.26%
18,759
-231
39
$1.89M 1.25%
6,404
+198
40
$1.88M 1.25%
10,260
+297
41
$1.87M 1.24%
5,100
+160
42
$1.83M 1.21%
13,946
+148
43
$1.73M 1.15%
49,605
+402
44
$1.68M 1.11%
29,480
+888
45
$1.67M 1.11%
+6,862
46
$1.67M 1.11%
23,659
+493
47
$1.65M 1.09%
14,339
+490
48
$1.64M 1.09%
14,383
+662
49
$1.6M 1.06%
12,877
+494
50
$1.6M 1.06%
19,526
-90
1
2
3 4