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
$111M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.46M
3
+$1.27M
4
VOD icon
Vodafone
VOD
+$900K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$890K

Top Sells

1
+$1.95M
2
+$1.7M
3
+$1.65M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.6M
5
PVH icon
PVH
PVH
+$1.45M

Sector Composition

1 Financials 12.63%
2 Technology 10.1%
3 Industrials 8.89%
4 Consumer Staples 8.8%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 10.63%
57,020
+49,845
2
$7.46M 6.74%
+99,027
3
$4.19M 3.78%
34,499
+234
4
$2.92M 2.64%
55,428
+1,744
5
$2.62M 2.37%
23,767
-236
6
$2M 1.81%
15,518
-502
7
$1.98M 1.79%
63,780
-448
8
$1.97M 1.78%
128,090
+13,242
9
$1.83M 1.65%
17,294
-225
10
$1.71M 1.54%
10,747
-516
11
$1.7M 1.54%
15,711
-62
12
$1.64M 1.48%
58,194
-934
13
$1.62M 1.46%
3,857
-32
14
$1.6M 1.45%
10,693
-150
15
$1.59M 1.44%
17,652
+1,665
16
$1.57M 1.42%
24,095
-821
17
$1.55M 1.4%
15,610
-51
18
$1.54M 1.39%
19,811
-1,073
19
$1.48M 1.34%
4,071
-65
20
$1.48M 1.34%
25,926
-1,148
21
$1.43M 1.29%
14,621
-32
22
$1.42M 1.28%
27,789
+110
23
$1.42M 1.28%
26,222
-314
24
$1.41M 1.27%
32,783
-1,080
25
$1.4M 1.26%
1,207
+31
1
2 3 4