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
$151M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$906K
3
+$872K
4
JNJ icon
Johnson & Johnson
JNJ
+$792K
5
BIDU icon
Baidu
BIDU
+$582K

Top Sells

1
+$1.62M
2
+$1.49M
3
+$1.06M
4
APC
Anadarko Petroleum
APC
+$935K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$229K

Sector Composition

1 Financials 14.97%
2 Technology 12.92%
3 Healthcare 10.62%
4 Consumer Discretionary 10.19%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$480K 0.32%
+3,120
77
$439K 0.29%
2,821
78
$373K 0.25%
14,321
-638
79
$370K 0.25%
8,645
-364
80
$369K 0.24%
11,154
-486
81
$353K 0.23%
6,432
-282
82
$343K 0.23%
3,395
+544
83
$226K 0.15%
4,810
-50
84
$213K 0.14%
1,413
-3
85
$170K 0.11%
+468
86
$132K 0.09%
500
87
$107K 0.07%
+2,244
88
$100K 0.07%
+3,228
89
– –
-20,088
90
– –
-31,301
91
– –
-6,613
92
– –
-2,846
93
– –
-20,567
1 2 3
4