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
$125M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.01M
3
+$971K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$451K
5
CVX icon
Chevron
CVX
+$360K

Top Sells

1
+$1.33M
2
+$1.3M
3
+$208K
4
MET icon
MetLife
MET
+$187K
5
GILD icon
Gilead Sciences
GILD
+$131K

Sector Composition

1 Financials 14.2%
2 Industrials 10.87%
3 Healthcare 10.15%
4 Communication Services 9.32%
5 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.35%
9,798
+33
77
$438K 0.35%
10,329
+1,156
78
$335K 0.27%
6,872
79
$329K 0.26%
8,664
80
$316K 0.25%
+4,981
81
$309K 0.25%
14,308
82
$291K 0.23%
2,340
83
$265K 0.21%
+3,284
84
$240K 0.19%
9,042
+2,088
85
$230K 0.18%
+2,814
86
$220K 0.18%
3,941
+840
87
$211K 0.17%
1,760
+24
88
$202K 0.16%
6,791
+1,417
89
$190K 0.15%
2,345
+457
90
$174K 0.14%
+757
91
$162K 0.13%
5,300
-80
92
$156K 0.12%
1,756
-2,343
93
$149K 0.12%
12,571
+157
94
– –
-18,154
95
– –
-47,721
1 2 3
4