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
$111M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.46M
3
+$1.27M
4
VOD icon
Vodafone
VOD
+$900K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$890K

Top Sells

1
+$1.95M
2
+$1.7M
3
+$1.65M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.6M
5
PVH icon
PVH
PVH
+$1.45M

Sector Composition

1 Financials 12.63%
2 Technology 10.1%
3 Industrials 8.89%
4 Consumer Staples 8.8%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 1.05%
10,500
+162
52
$1.11M 1%
29,653
-121
53
$1.1M 0.99%
12,081
+212
54
$1.08M 0.98%
14,468
+225
55
$1.08M 0.98%
13,021
+426
56
$1.04M 0.94%
9,603
-15
57
$1.03M 0.93%
12,481
+163
58
$1.02M 0.92%
19,492
-247
59
$900K 0.81%
+27,696
60
$890K 0.8%
+17,838
61
$890K 0.8%
315
+50
62
$850K 0.77%
+4,124
63
$810K 0.73%
7,263
+65
64
$760K 0.69%
19,658
65
$640K 0.58%
+14,681
66
$210K 0.19%
+3,764
67
$210K 0.19%
4,919
68
$190K 0.17%
+8,425
69
– –
-25,652
70
– –
-29,495
71
– –
-32,582
72
– –
-14,122
73
– –
-12,886
74
– –
-17,813
75
– –
-15,132
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3
4