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
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$474K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$270K

Top Sells

1
+$1.14M
2
+$860K
3
+$381K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$287K
5
VNM icon
VanEck Vietnam ETF
VNM
+$240K

Sector Composition

1 Financials 13.18%
2 Technology 12.85%
3 Industrials 10.46%
4 Healthcare 9.85%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.85%
19,739
+413
77
$960K 0.81%
9,654
+444
78
$860K 0.73%
7,198
+340
79
$830K 0.7%
19,702
+11,262
80
$720K 0.61%
19,658
-2,096
81
$420K 0.36%
+15,132
82
$270K 0.23%
+2,276
83
$200K 0.17%
4,919
-515
84
– –
-760
85
– –
-11,058
86
– –
-16,784
1 2 3
4