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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.47M
3
+$1.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$913K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$356K

Top Sells

1
+$518K
2
+$153K
3
+$74.3K
4
DUK icon
Duke Energy
DUK
+$66K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$57.1K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
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