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
$151M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$906K
3
+$872K
4
JNJ icon
Johnson & Johnson
JNJ
+$792K
5
BIDU icon
Baidu
BIDU
+$582K

Top Sells

1
+$1.62M
2
+$1.49M
3
+$1.06M
4
APC
Anadarko Petroleum
APC
+$935K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$229K

Sector Composition

1 Financials 14.97%
2 Technology 12.92%
3 Healthcare 10.62%
4 Consumer Discretionary 10.19%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 1.02%
6,278
+3,544
52
$1.53M 1.01%
53,060
+1,850
53
$1.52M 1.01%
4,843
+219
54
$1.51M 1%
18,147
+710
55
$1.5M 1%
4,245
-175
56
$1.5M 0.99%
59,080
+1,931
57
$1.48M 0.98%
43,500
+906
58
$1.48M 0.98%
12,765
+642
59
$1.45M 0.96%
12,390
+4,962
60
$1.45M 0.96%
7,383
+261
61
$1.41M 0.94%
29,844
+1,170
62
$1.4M 0.93%
28,213
-124
63
$1.39M 0.92%
8,311
+432
64
$1.33M 0.89%
21,247
+664
65
$1.33M 0.88%
42,662
+1,223
66
$1.29M 0.86%
22,669
+860
67
$1.19M 0.79%
12,150
+595
68
$1.16M 0.77%
28,804
+1,224
69
$994K 0.66%
34,281
+1,823
70
$906K 0.6%
+11,323
71
$792K 0.53%
+5,688
72
$735K 0.49%
14,623
+8,211
73
$716K 0.48%
16,682
-685
74
$639K 0.42%
13,131
-554
75
$511K 0.34%
+5,482
1 2
3
4