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
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$474K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$270K

Top Sells

1
+$1.14M
2
+$860K
3
+$381K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$287K
5
VNM icon
VanEck Vietnam ETF
VNM
+$240K

Sector Composition

1 Financials 13.18%
2 Technology 12.85%
3 Industrials 10.46%
4 Healthcare 9.85%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 1.06%
16,829
+839
52
$1.24M 1.05%
8,634
+379
53
$1.19M 1.01%
32,850
+1,346
54
$1.18M 1%
10,338
+525
55
$1.18M 1%
16,368
+875
56
$1.18M 1%
29,774
+321
57
$1.17M 0.99%
15,168
+68
58
$1.17M 0.99%
25,652
+1,532
59
$1.16M 0.98%
14,243
+599
60
$1.15M 0.97%
29,495
+1,630
61
$1.14M 0.97%
12,886
+622
62
$1.14M 0.97%
4,321
-1,088
63
$1.12M 0.95%
42,456
+2,727
64
$1.11M 0.94%
9,932
+597
65
$1.09M 0.92%
11,869
+543
66
$1.08M 0.91%
12,595
+612
67
$1.08M 0.91%
25,300
+867
68
$1.07M 0.91%
50,787
+2,599
69
$1.06M 0.9%
14,122
+808
70
$1.06M 0.9%
6,899
+529
71
$1.04M 0.88%
+265
72
$1.03M 0.87%
40,529
+2,529
73
$1.02M 0.86%
9,618
+536
74
$1.02M 0.86%
+12,318
75
$1.01M 0.86%
15,485
+694
1 2
3
4