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
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$362K
3
+$269K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$224K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$210K

Top Sells

1
+$1.94M
2
+$530K
3
+$449K
4
SYY icon
Sysco
SYY
+$47.7K
5
TXN icon
Texas Instruments
TXN
+$45.1K

Sector Composition

1 Financials 13.37%
2 Healthcare 11.62%
3 Industrials 10.63%
4 Technology 9.6%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.33%
4,099
+517
77
$386K 0.33%
4,123
-97
78
$321K 0.27%
6,872
+22
79
$296K 0.25%
8,664
-11
80
$289K 0.24%
14,308
+73
81
$269K 0.23%
+2,340
82
$198K 0.17%
+5,374
83
$181K 0.15%
1,736
-49
84
$171K 0.14%
3,101
+942
85
$142K 0.12%
6,954
+3,168
86
$139K 0.12%
5,380
87
$137K 0.12%
+1,888
88
$136K 0.12%
+12,414
89
– –
-11,617
90
– –
-17,552
91
– –
-11,474
1 2 3
4