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
$634M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$2.61M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.59M
2
+$1.73M
3
+$332K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$190K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$94.3K

Sector Composition

1 Energy 0.16%
2 Materials 0.1%
3 Financials 0.09%
4 Industrials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$416K 0.07%
+7,976
27
$378K 0.06%
+4,326
28
$374K 0.06%
14,968
+880
29
$360K 0.06%
+5,695
30
$350K 0.06%
+5,969
31
$325K 0.05%
1,988
32
$318K 0.05%
5,278
33
$310K 0.05%
8,120
34
$291K 0.05%
3,354
-415
35
$289K 0.05%
+6,084
36
$288K 0.05%
+2,747
37
$277K 0.04%
3,201
38
$249K 0.04%
+4,396
39
$238K 0.04%
+2,399
40
$233K 0.04%
5,670
41
$226K 0.04%
2,241
42
$201K 0.03%
4,226
43
$196K 0.03%
+3,634
44
$164K 0.03%
1,207
45
$164K 0.03%
+12,750
46
$156K 0.02%
10,487
-3,880
47
$153K 0.02%
1,521
48
$134K 0.02%
1,575
49
$133K 0.02%
3,253
50
$120K 0.02%
+1,757
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