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
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$362K
3
+$269K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$224K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$210K

Top Sells

1
+$1.94M
2
+$530K
3
+$449K
4
SYY icon
Sysco
SYY
+$47.7K
5
TXN icon
Texas Instruments
TXN
+$45.1K

Sector Composition

1 Financials 13.37%
2 Healthcare 11.62%
3 Industrials 10.63%
4 Technology 9.6%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 1.1%
47,721
-1,257
52
$1.3M 1.1%
23,939
+318
53
$1.29M 1.09%
11,472
+283
54
$1.29M 1.09%
7,834
+124
55
$1.29M 1.09%
15,434
+581
56
$1.28M 1.08%
31,952
+72
57
$1.26M 1.07%
44,618
+808
58
$1.23M 1.04%
4,529
+22
59
$1.23M 1.04%
47,961
+397
60
$1.17M 0.99%
11,135
+210
61
$1.14M 0.97%
32,225
+872
62
$1.13M 0.96%
20,292
+187
63
$1.07M 0.9%
13,427
+483
64
$1.06M 0.9%
17,790
+449
65
$983K 0.83%
29,445
-654
66
$978K 0.83%
26,777
+1,248
67
$891K 0.75%
11,271
+414
68
$876K 0.74%
28,368
+311
69
$820K 0.69%
27,545
+95
70
$600K 0.51%
13,568
+9,884
71
$547K 0.46%
21,670
+8,870
72
$486K 0.41%
20,749
-972
73
$442K 0.37%
9,765
-153
74
$411K 0.35%
9,173
+1,266
75
$409K 0.35%
9,954
+1,937
1 2
3
4