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
276
$4K ﹤0.01%
67
-737
277
$4K ﹤0.01%
9
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278
$4K ﹤0.01%
73
279
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91
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280
$4K ﹤0.01%
115
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281
$4K ﹤0.01%
95
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$4K ﹤0.01%
190
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$4K ﹤0.01%
295
-427
284
$4K ﹤0.01%
188
-40
285
$4K ﹤0.01%
450
286
$4K ﹤0.01%
105
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287
$4K ﹤0.01%
56
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288
$4K ﹤0.01%
100
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289
$4K ﹤0.01%
30
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290
$4K ﹤0.01%
80
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291
$3K ﹤0.01%
45
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198
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293
$3K ﹤0.01%
90
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294
$3K ﹤0.01%
60
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295
$3K ﹤0.01%
90
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296
$3K ﹤0.01%
43
297
$3K ﹤0.01%
47
-76
298
$3K ﹤0.01%
40
-215
299
$3K ﹤0.01%
79
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300
$3K ﹤0.01%
430
-381
10 11
12
13 14