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
$134M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$725K
3
+$489K
4
STI
SunTrust Banks, Inc.
STI
+$374K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$224K

Top Sells

1
+$188K
2
+$152K
3
+$125K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$103K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$87.3K

Sector Composition

1 Financials 13.89%
2 Industrials 11.17%
3 Healthcare 11.08%
4 Consumer Discretionary 9.42%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.07M 4.54%
55,432
-1,390
2
$4.83M 3.61%
40,109
-1,560
3
$3.44M 2.57%
65,288
-1,952
4
$3.35M 2.5%
15,401
-228
5
$2.81M 2.1%
25,540
-793
6
$2.29M 1.71%
131,902
-2,742
7
$2.25M 1.68%
5,327
-70
8
$2.18M 1.63%
23,847
-216
9
$2.16M 1.61%
1,154
-40
10
$2.13M 1.59%
54,789
-1,817
11
$2.08M 1.55%
19,639
-556
12
$2.01M 1.5%
8,321
+524
13
$1.97M 1.47%
9,967
-424
14
$1.88M 1.4%
18,708
-567
15
$1.83M 1.37%
33,874
-1,015
16
$1.82M 1.36%
10,579
-179
17
$1.8M 1.34%
34,161
-698
18
$1.79M 1.34%
20,259
-262
19
$1.79M 1.34%
11,839
-299
20
$1.77M 1.32%
49,128
-636
21
$1.77M 1.32%
12,170
-31
22
$1.76M 1.32%
16,197
-72
23
$1.76M 1.31%
24,217
-488
24
$1.73M 1.29%
19,835
-243
25
$1.72M 1.29%
19,411
-312
1
2 3 4