WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.71M
3
+$1.6M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$59.5K

Top Sells

1
+$72.4K
2
+$68.9K
3
+$66.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.89K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
94
227
$3K ﹤0.01%
+95
228
$3K ﹤0.01%
+330
229
$3K ﹤0.01%
500
230
$3K ﹤0.01%
56
231
$2K ﹤0.01%
200
232
$2K ﹤0.01%
+49
233
$2K ﹤0.01%
29
234
$2K ﹤0.01%
+66
235
$2K ﹤0.01%
115
236
$2K ﹤0.01%
50
237
$2K ﹤0.01%
+240
238
$2K ﹤0.01%
+81
239
$2K ﹤0.01%
200
240
$1K ﹤0.01%
120
241
$1K ﹤0.01%
+155
242
$1K ﹤0.01%
+165
243
$1K ﹤0.01%
200
244
– –
-165
245
– –
-256
246
– –
-212
247
$0 ﹤0.01%
4
248
$0 ﹤0.01%
6
6 7 8 9
10