WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.9M
3
+$10.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.2M
5
SO icon
Southern Company
SO
+$129K

Top Sells

1
+$1.99M
2
+$1.82M
3
+$1.27M
4
CAG icon
Conagra Brands
CAG
+$1.02M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$972K

Sector Composition

1 Energy 0.14%
2 Financials 0.12%
3 Industrials 0.09%
4 Technology 0.09%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
250
-1,345
227
$8K ﹤0.01%
75
-155
228
$8K ﹤0.01%
106
229
$8K ﹤0.01%
364
-1,038
230
$8K ﹤0.01%
119
-102
231
$8K ﹤0.01%
216
+1
232
$7K ﹤0.01%
+198
233
$7K ﹤0.01%
150
234
$7K ﹤0.01%
335
235
$7K ﹤0.01%
152
-1,143
236
$7K ﹤0.01%
200
-2,574
237
$7K ﹤0.01%
73
-565
238
$7K ﹤0.01%
250
-2,171
239
$7K ﹤0.01%
85
-51
240
$7K ﹤0.01%
60
-140
241
$7K ﹤0.01%
105
-35
242
$6K ﹤0.01%
170
243
$6K ﹤0.01%
215
-80
244
$6K ﹤0.01%
50
-84
245
$6K ﹤0.01%
259
-1,456
246
$6K ﹤0.01%
173
-98
247
$6K ﹤0.01%
59
-1,501
248
$6K ﹤0.01%
141
249
$6K ﹤0.01%
167
-8,194
250
$6K ﹤0.01%
67
-245
8 9
10
11 12