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
$106M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.24M
3
+$1.2M
4
EOG icon
EOG Resources
EOG
+$1.2M
5
NBL
Noble Energy, Inc.
NBL
+$1.18M

Top Sells

1
+$11.5M
2
+$5.87M
3
+$1M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$580K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$480K

Sector Composition

1 Technology 15.12%
2 Financials 13.23%
3 Industrials 10.54%
4 Healthcare 8.67%
5 Energy 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 1.1%
16,617
+220
52
$1.16M 1.09%
6,306
+90
53
$1.16M 1.09%
13,937
+415
54
$1.15M 1.08%
+35,500
55
$1.14M 1.08%
9,609
+15
56
$1.12M 1.06%
16,328
+307
57
$1.12M 1.06%
40,854
+517
58
$1.11M 1.05%
+31,568
59
$1.1M 1.04%
12,101
+123
60
$1.1M 1.04%
+15,007
61
$1.1M 1.04%
+5,231
62
$1.09M 1.03%
+31,584
63
$1.08M 1.02%
+26,950
64
$1.07M 1.01%
27,488
+250
65
$1.06M 1%
29,263
+177
66
$1.04M 0.98%
12,241
+270
67
$1.02M 0.96%
12,511
+1,608
68
$1.01M 0.95%
+14,888
69
$1M 0.94%
23,818
+100
70
$990K 0.93%
+28,709
71
$920K 0.87%
21,537
+265
72
$920K 0.87%
+4,988
73
$910K 0.86%
+12,007
74
$900K 0.85%
+11,725
75
$900K 0.85%
+15,977
1 2
3
4