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
$106M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.24M
3
+$1.2M
4
EOG icon
EOG Resources
EOG
+$1.2M
5
NBL
Noble Energy, Inc.
NBL
+$1.18M

Top Sells

1
+$11.5M
2
+$5.87M
3
+$1M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$580K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$480K

Sector Composition

1 Technology 15.12%
2 Financials 13.23%
3 Industrials 10.54%
4 Healthcare 8.67%
5 Energy 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$820K 0.77%
+19,054
77
$790K 0.75%
+7,718
78
$630K 0.59%
8,452
+43
79
$490K 0.46%
13,375
-10,244
80
$440K 0.42%
3,767
-98
81
$300K 0.28%
+6,402
82
$290K 0.27%
3,352
-3,813
83
– –
-21,667
84
– –
-9,896
85
– –
-14,994
86
– –
-31,603
87
– –
-5,946
1 2 3
4