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
$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
76
– –
-6,899
77
– –
-2,276
78
– –
-15,168
79
– –
-21,128
80
– –
-40,529
81
– –
-15,485
82
– –
-11,279
83
– –
-16,829
84
– –
-12,729
85
– –
-50,787
86
– –
-17,528
87
– –
-9,654
88
– –
-25,300
89
– –
-18,422
90
– –
-19,702
91
– –
-7,396
1 2 3
4