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
301
$3K ﹤0.01%
31
-528
302
$3K ﹤0.01%
350
-110
303
$3K ﹤0.01%
119
-258
304
$3K ﹤0.01%
680
-205
305
$3K ﹤0.01%
346
-369
306
$3K ﹤0.01%
186
-58
307
$3K ﹤0.01%
25
-40
308
$3K ﹤0.01%
200
-55
309
$3K ﹤0.01%
46
-499
310
$3K ﹤0.01%
50
-492
311
$3K ﹤0.01%
95
-30
312
$3K ﹤0.01%
135
-1,293
313
$3K ﹤0.01%
71
-6,373
314
$3K ﹤0.01%
387
315
$2K ﹤0.01%
41
-32
316
$2K ﹤0.01%
106
-35
317
$2K ﹤0.01%
60
-1,300
318
$2K ﹤0.01%
13
319
$2K ﹤0.01%
210
-1,209
320
$2K ﹤0.01%
29
321
$2K ﹤0.01%
29
-185
322
$2K ﹤0.01%
215
-70
323
$2K ﹤0.01%
75
-25
324
$2K ﹤0.01%
110
325
$2K ﹤0.01%
22
-47
11 12
13
14 15