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
$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
326
$2K ﹤0.01%
3
327
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41
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336
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500
337
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16
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50
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339
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24
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$2K ﹤0.01%
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341
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80
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35
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345
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25
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346
$2K ﹤0.01%
8
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347
$2K ﹤0.01%
9
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348
$1K ﹤0.01%
40
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$1K ﹤0.01%
6
-154
350
$1K ﹤0.01%
120
-529
12 13
14
15 16