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
$598M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.44M
3
+$226K
4
PBCT
People's United Financial Inc
PBCT
+$217K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$113K

Top Sells

1
+$7.91M
2
+$6.04M
3
+$305K
4
DVY icon
iShares Select Dividend ETF
DVY
+$133K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.8K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.08%
5 Utilities 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$164K 0.03%
1,207
-16
27
$158K 0.03%
2,284
+1,285
28
$151K 0.03%
1,521
-755
29
$130K 0.02%
1,575
30
$122K 0.02%
3,253
31
$105K 0.02%
1,626
32
$104K 0.02%
831
+76
33
$96K 0.02%
1,543
34
$86K 0.01%
4,312
+4,060
35
$84K 0.01%
960
36
$75K 0.01%
558
+251
37
$71K 0.01%
582
38
$70K 0.01%
847
39
$68K 0.01%
2,550
-125
40
$66K 0.01%
907
41
$60K 0.01%
663
42
$60K 0.01%
2,277
43
$58K 0.01%
3,710
44
$57K 0.01%
669
45
$57K 0.01%
3,300
46
$53K 0.01%
1,442
47
$52K 0.01%
650
48
$51K 0.01%
2,400
49
$50K 0.01%
1,312
50
$44K 0.01%
532
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