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
251
$6K ﹤0.01%
70
-175
252
$5K ﹤0.01%
75
-1,173
253
$5K ﹤0.01%
115
-48
254
$5K ﹤0.01%
170
-515
255
$5K ﹤0.01%
77
256
$5K ﹤0.01%
62
-488
257
$5K ﹤0.01%
110
-1,774
258
$5K ﹤0.01%
55
-1,356
259
$5K ﹤0.01%
98
-903
260
$5K ﹤0.01%
140
-1,140
261
$5K ﹤0.01%
171
-2,801
262
$5K ﹤0.01%
324
-3,225
263
$5K ﹤0.01%
235
-950
264
$5K ﹤0.01%
100
265
$5K ﹤0.01%
50
-1,133
266
$5K ﹤0.01%
60
-65
267
$5K ﹤0.01%
230
268
$5K ﹤0.01%
160
-2,050
269
$5K ﹤0.01%
117
270
$5K ﹤0.01%
46
-129
271
$5K ﹤0.01%
76
-936
272
$5K ﹤0.01%
49
-680
273
$5K ﹤0.01%
72
-17
274
$5K ﹤0.01%
125
-45
275
$5K ﹤0.01%
364
9 10
11
12 13