WCM

Wealthcare Capital Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
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
+$35M
2
+$20.3M
3
+$10.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.38M
5
SO icon
Southern Company
SO
+$134K

Top Sells

1
+$2.03M
2
+$1.82M
3
+$1.26M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$971K
5
CAG icon
Conagra Brands
CAG
+$892K

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%
90
-6,640
302
$3K ﹤0.01%
60
-362
303
$3K ﹤0.01%
90
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304
$3K ﹤0.01%
43
305
$3K ﹤0.01%
47
-76
306
$3K ﹤0.01%
40
-215
307
$3K ﹤0.01%
79
-104
308
$3K ﹤0.01%
430
-381
309
$3K ﹤0.01%
31
-528
310
$3K ﹤0.01%
350
-110
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%
115
316
$2K ﹤0.01%
41
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317
$2K ﹤0.01%
106
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318
$2K ﹤0.01%
60
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319
$2K ﹤0.01%
13
320
$2K ﹤0.01%
210
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321
$2K ﹤0.01%
29
322
$2K ﹤0.01%
29
-185
323
$2K ﹤0.01%
215
-70
324
$2K ﹤0.01%
75
-25
325
$2K ﹤0.01%
110
11 12
13
14 15