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
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$362K
3
+$269K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$224K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$210K

Top Sells

1
+$1.94M
2
+$530K
3
+$449K
4
SYY icon
Sysco
SYY
+$47.7K
5
TXN icon
Texas Instruments
TXN
+$45.1K

Sector Composition

1 Financials 13.37%
2 Healthcare 11.62%
3 Industrials 10.63%
4 Technology 9.6%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.82M 4.92%
51,653
+3,217
2
$4.91M 4.15%
40,019
+1,709
3
$3.44M 2.9%
64,760
+2,804
4
$3.07M 2.6%
26,977
+1,183
5
$2.49M 2.11%
16,427
+46
6
$2.32M 1.96%
95,262
-963
7
$2.17M 1.84%
20,440
+1,137
8
$2.15M 1.82%
140,145
+3,356
9
$1.91M 1.61%
58,602
+804
10
$1.85M 1.57%
5,416
-16
11
$1.72M 1.46%
20,333
+751
12
$1.72M 1.45%
15,492
+104
13
$1.69M 1.43%
19,430
-13
14
$1.67M 1.41%
12,743
-10
15
$1.65M 1.4%
22,272
-95
16
$1.62M 1.37%
10,652
-73
17
$1.6M 1.36%
7,662
+15
18
$1.58M 1.34%
1,269
+19
19
$1.56M 1.32%
13,131
+138
20
$1.54M 1.3%
19,417
+234
21
$1.53M 1.3%
13,114
+54
22
$1.53M 1.29%
64,044
+1,680
23
$1.53M 1.29%
19,859
+48
24
$1.53M 1.29%
43,420
-120
25
$1.51M 1.28%
14,831
+66
1
2 3 4