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
$118M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$474K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$270K

Top Sells

1
+$1.14M
2
+$860K
3
+$381K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$287K
5
VNM icon
VanEck Vietnam ETF
VNM
+$240K

Sector Composition

1 Financials 13.18%
2 Technology 12.85%
3 Industrials 10.46%
4 Healthcare 9.85%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.09M 3.46%
34,265
+1,182
2
$2.82M 2.39%
53,684
+2,836
3
$2.65M 2.24%
24,003
+1,481
4
$1.95M 1.65%
17,813
+823
5
$1.88M 1.59%
15,773
+240
6
$1.86M 1.58%
17,519
+1,340
7
$1.79M 1.52%
11,263
-385
8
$1.77M 1.5%
64,228
+1,716
9
$1.74M 1.47%
114,848
+4,748
10
$1.72M 1.46%
59,128
+2,184
11
$1.7M 1.44%
7,396
-186
12
$1.65M 1.4%
16,020
+218
13
$1.65M 1.4%
21,128
-129
14
$1.63M 1.38%
24,916
+408
15
$1.6M 1.35%
18,422
-507
16
$1.53M 1.3%
27,679
+1,059
17
$1.52M 1.29%
33,863
+1,183
18
$1.51M 1.28%
23,037
+86
19
$1.51M 1.28%
20,884
-31
20
$1.49M 1.26%
15,661
+526
21
$1.48M 1.25%
59,350
+2,624
22
$1.48M 1.25%
4,136
+80
23
$1.47M 1.24%
7,175
-1,862
24
$1.45M 1.23%
12,652
-61
25
$1.45M 1.23%
11,279
+366
1
2 3 4