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
$134M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$725K
3
+$489K
4
STI
SunTrust Banks, Inc.
STI
+$374K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$224K

Top Sells

1
+$188K
2
+$152K
3
+$125K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$103K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$87.3K

Sector Composition

1 Financials 13.89%
2 Industrials 11.17%
3 Healthcare 11.08%
4 Consumer Discretionary 9.42%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.53%
20,466
-340
77
$563K 0.42%
3,980
-36
78
$435K 0.33%
17,736
+1,488
79
$434K 0.32%
7,862
+678
80
$426K 0.32%
10,721
+967
81
$421K 0.31%
13,518
+1,332
82
$399K 0.3%
9,340
-3
83
$364K 0.27%
4,523
-107
84
$361K 0.27%
1,483
-40
85
$291K 0.22%
2,695
-9
86
$265K 0.2%
3,385
-10
87
$261K 0.2%
2,887
+87
88
$233K 0.17%
19,581
-1,902
89
$228K 0.17%
1,592
-12
90
$224K 0.17%
+8,046
91
$219K 0.16%
+6,668
92
$219K 0.16%
2,283
-75
93
$178K 0.13%
2,841
-72
94
$168K 0.13%
5,235
95
$166K 0.12%
1,557
-463
96
$135K 0.1%
5,561
97
$127K 0.09%
7,955
-1,219
98
$125K 0.09%
3,037
+87
99
– –
-2,000
1 2 3
4