WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.46M
3
+$1.27M
4
VOD icon
Vodafone
VOD
+$900K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$890K

Top Sells

1
+$1.95M
2
+$1.7M
3
+$1.65M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.6M
5
PVH icon
PVH
PVH
+$1.45M

Sector Composition

1 Financials 12.63%
2 Technology 10.1%
3 Industrials 8.89%
4 Consumer Staples 8.8%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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