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
351
$1K ﹤0.01%
6
-174
352
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41
353
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24
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5
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13
357
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50
360
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12
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361
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+18
362
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22
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363
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200
364
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85
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365
$1K ﹤0.01%
200
366
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12
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367
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12
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15
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369
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7
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370
$1K ﹤0.01%
38
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371
$1K ﹤0.01%
18
372
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45
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373
$1K ﹤0.01%
25
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374
$1K ﹤0.01%
18
-54
375
$1K ﹤0.01%
10
-80
13 14
15
16 17