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
$125M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.01M
3
+$971K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$451K
5
CVX icon
Chevron
CVX
+$360K

Top Sells

1
+$1.33M
2
+$1.3M
3
+$208K
4
MET icon
MetLife
MET
+$187K
5
GILD icon
Gilead Sciences
GILD
+$131K

Sector Composition

1 Financials 14.2%
2 Industrials 10.87%
3 Healthcare 10.15%
4 Communication Services 9.32%
5 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 1.09%
15,636
+11,513
52
$1.36M 1.08%
8,385
+200
53
$1.35M 1.08%
48,544
+1,610
54
$1.34M 1.07%
21,016
+585
55
$1.33M 1.06%
34,997
+980
56
$1.31M 1.04%
26,670
-502
57
$1.28M 1.02%
4,529
58
$1.21M 0.97%
18,435
+645
59
$1.21M 0.96%
27,314
-1,014
60
$1.21M 0.96%
49,879
+1,738
61
$1.14M 0.91%
27,819
+1,042
62
$1.09M 0.87%
13,782
-1,652
63
$1.09M 0.87%
27,509
-4,716
64
$1.09M 0.87%
14,008
+581
65
$1.08M 0.86%
20,811
+519
66
$1.04M 0.83%
29,380
-65
67
$971K 0.77%
+8,407
68
$930K 0.74%
11,825
+554
69
$905K 0.72%
28,336
+791
70
$855K 0.68%
29,342
+974
71
$708K 0.56%
14,495
+927
72
$616K 0.49%
18,718
-2,031
73
$582K 0.46%
21,670
74
$564K 0.45%
12,872
+2,918
75
$451K 0.36%
+10,518
1 2
3
4