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
$134M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$725K
3
+$489K
4
STI
SunTrust Banks, Inc.
STI
+$374K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$224K

Top Sells

1
+$188K
2
+$152K
3
+$125K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$103K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$87.3K

Sector Composition

1 Financials 13.89%
2 Industrials 11.17%
3 Healthcare 11.08%
4 Consumer Discretionary 9.42%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 1.03%
47,409
-709
52
$1.37M 1.03%
8,314
-97
53
$1.36M 1.01%
27,038
-239
54
$1.35M 1.01%
17,389
-347
55
$1.35M 1.01%
8,880
-226
56
$1.33M 0.99%
27,170
-316
57
$1.3M 0.98%
12,505
-91
58
$1.29M 0.96%
11,816
-51
59
$1.28M 0.96%
15,840
-125
60
$1.15M 0.86%
39,862
-797
61
$1.11M 0.83%
+15,048
62
$1.1M 0.83%
19,467
+6,592
63
$1.1M 0.82%
49,380
-288
64
$1.08M 0.81%
20,173
-268
65
$1.06M 0.8%
37,603
-102
66
$997K 0.75%
12,957
+246
67
$961K 0.72%
14,662
-425
68
$947K 0.71%
14,956
+11,446
69
$945K 0.71%
28,205
+57
70
$939K 0.7%
40,266
-378
71
$937K 0.7%
20,972
-155
72
$890K 0.67%
12,574
-29
73
$886K 0.66%
12,967
+7,154
74
$814K 0.61%
15,663
+1,482
75
$795K 0.59%
12,068
-65
1 2
3
4