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
$814M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Sells

1 +$23.2M
2 +$6.73M
3 +$3.19M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$793K

Sector Composition

1 Energy 0.11%
2 Industrials 0.08%
3 Technology 0.07%
4 Materials 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
1