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
$106M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.24M
3
+$1.2M
4
EOG icon
EOG Resources
EOG
+$1.2M
5
NBL
Noble Energy, Inc.
NBL
+$1.18M

Top Sells

1
+$11.5M
2
+$5.87M
3
+$1M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$580K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$480K

Sector Composition

1 Technology 15.12%
2 Financials 13.23%
3 Industrials 10.54%
4 Healthcare 8.67%
5 Energy 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.75M 3.54%
32,059
-107
2
$2.3M 2.17%
43,684
+124
3
$2.3M 2.17%
21,453
+283
4
$1.83M 1.73%
16,383
+57
5
$1.79M 1.69%
107,579
+1,028
6
$1.68M 1.58%
8,978
-61,625
7
$1.64M 1.55%
21,489
-1,176
8
$1.59M 1.5%
29,305
-3,601
9
$1.56M 1.47%
16,656
-588
10
$1.52M 1.43%
25,313
-3,408
11
$1.49M 1.41%
12,055
-785
12
$1.49M 1.41%
17,787
-932
13
$1.44M 1.36%
57,750
-2,774
14
$1.41M 1.33%
29,951
-455
15
$1.4M 1.32%
73,136
-3,752
16
$1.38M 1.3%
14,580
+76
17
$1.38M 1.3%
33,788
-1,164
18
$1.38M 1.3%
25,656
-2,204
19
$1.38M 1.3%
27,748
-1,784
20
$1.35M 1.27%
15,321
-929
21
$1.35M 1.27%
5,381
-1,168
22
$1.35M 1.27%
12,671
+256
23
$1.33M 1.25%
1,120
-122
24
$1.33M 1.25%
28,194
-275
25
$1.32M 1.24%
13,572
-88
1
2 3 4