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
326
$2K ﹤0.01%
95
+2
327
$2K ﹤0.01%
115
328
$2K ﹤0.01%
50
-255
329
$2K ﹤0.01%
16
-169
330
$2K ﹤0.01%
51
-135
331
$2K ﹤0.01%
14
-856
332
$2K ﹤0.01%
13
-57
333
$2K ﹤0.01%
3
334
$2K ﹤0.01%
24
-168
335
$2K ﹤0.01%
500
336
$2K ﹤0.01%
16
-154
337
$2K ﹤0.01%
50
-3,915
338
$2K ﹤0.01%
24
-30
339
$2K ﹤0.01%
24
-95
340
$2K ﹤0.01%
117
341
$2K ﹤0.01%
80
-445
342
$2K ﹤0.01%
1
-1
343
$2K ﹤0.01%
35
-174
344
$2K ﹤0.01%
18
345
$2K ﹤0.01%
25
-54
346
$2K ﹤0.01%
8
-119
347
$2K ﹤0.01%
9
-28
348
$1K ﹤0.01%
6
-154
349
$1K ﹤0.01%
120
-529
350
$1K ﹤0.01%
6
-174
12 13
14
15 16