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
$125M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.01M
3
+$971K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$451K
5
CVX icon
Chevron
CVX
+$360K

Top Sells

1
+$1.33M
2
+$1.3M
3
+$208K
4
MET icon
MetLife
MET
+$187K
5
GILD icon
Gilead Sciences
GILD
+$131K

Sector Composition

1 Financials 14.2%
2 Industrials 10.87%
3 Healthcare 10.15%
4 Communication Services 9.32%
5 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.81M 4.63%
51,646
-7
2
$4.93M 3.93%
40,021
+2
3
$3.42M 2.73%
64,672
-88
4
$3.02M 2.41%
26,831
-146
5
$2.91M 2.32%
16,671
+244
6
$2.26M 1.8%
93,921
-1,341
7
$2.17M 1.73%
20,460
+20
8
$2.12M 1.69%
138,201
-1,944
9
$1.99M 1.59%
5,496
+80
10
$1.94M 1.55%
58,450
-152
11
$1.86M 1.49%
1,266
-3
12
$1.84M 1.47%
65,292
+1,248
13
$1.8M 1.44%
21,813
-459
14
$1.79M 1.43%
10,716
+64
15
$1.77M 1.41%
20,325
-8
16
$1.75M 1.4%
43,560
+140
17
$1.73M 1.38%
15,548
+56
18
$1.72M 1.37%
23,706
-233
19
$1.7M 1.35%
17,383
+621
20
$1.66M 1.32%
7,662
21
$1.65M 1.31%
19,047
-383
22
$1.64M 1.31%
13,005
-109
23
$1.64M 1.3%
24,555
+520
24
$1.62M 1.29%
23,040
-868
25
$1.6M 1.28%
27,816
-1,028
1
2 3 4