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
$151M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$906K
3
+$872K
4
JNJ icon
Johnson & Johnson
JNJ
+$792K
5
BIDU icon
Baidu
BIDU
+$582K

Top Sells

1
+$1.62M
2
+$1.49M
3
+$1.06M
4
APC
Anadarko Petroleum
APC
+$935K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$229K

Sector Composition

1 Financials 14.97%
2 Technology 12.92%
3 Healthcare 10.62%
4 Consumer Discretionary 10.19%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.21M 4.78%
64,728
+1,224
2
$5.68M 3.77%
45,667
+1,240
3
$4.4M 2.92%
82,419
+5,648
4
$3.37M 2.24%
29,794
+1,664
5
$2.79M 1.85%
29,480
+420
6
$2.68M 1.78%
15,433
-251
7
$2.65M 1.76%
19,754
-394
8
$2.6M 1.72%
24,363
+2,019
9
$2.54M 1.68%
22,682
+188
10
$2.47M 1.64%
6,788
+116
11
$2.42M 1.6%
21,112
-586
12
$2.37M 1.58%
5,058
-5
13
$2.31M 1.54%
13,681
+307
14
$2.3M 1.53%
16,410
-133
15
$2.29M 1.52%
109,668
-3,220
16
$2.25M 1.49%
13,271
+129
17
$2.25M 1.49%
53,121
+456
18
$2.22M 1.48%
40,626
-245
19
$2.22M 1.47%
44,876
+580
20
$2.18M 1.45%
11,302
+229
21
$2.16M 1.43%
15,958
+459
22
$2.15M 1.42%
19,506
-2,081
23
$2.14M 1.42%
13,029
+300
24
$2.13M 1.41%
57,891
+93
25
$2.12M 1.41%
12,129
+351
1
2 3 4