WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+3.79%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$125M
AUM Growth
+$125M
(+6%)
Cap. Flow
+$3.24M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
24.37%
Holding
97
New
7
Increased
55
Reduced
25
Closed
2
Top Buys
| 1 |
NBL
Noble Energy, Inc.
NBL
|
$1.4M |
| 2 |
Exxon Mobil
XOM
|
$1.01M |
| 3 |
AET
Aetna Inc
AET
|
$971K |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$451K |
| 5 |
Chevron
CVX
|
$360K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.34M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$1.3M |
| 3 |
CVS Health
CVS
|
$208K |
| 4 |
MetLife
MET
|
$187K |
| 5 |
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% |
