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
$676M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.74M
3
+$1.49M
4
PX
Praxair Inc
PX
+$22K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$20.9K

Top Sells

1
+$153K
2
+$136K
3
+$126K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$92.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$90.1K

Sector Composition

1 Energy 0.15%
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
$387K 0.06%
14,704
-264
27
$387K 0.06%
4,326
28
$377K 0.06%
7,119
-857
29
$344K 0.05%
5,373
-322
30
$343K 0.05%
5,665
-304
31
$320K 0.05%
1,988
32
$313K 0.05%
4,932
-346
33
$312K 0.05%
7,944
-176
34
$302K 0.04%
2,747
35
$297K 0.04%
3,285
-69
36
$273K 0.04%
5,427
-657
37
$245K 0.04%
5,670
38
$241K 0.04%
2,399
39
$236K 0.03%
2,241
40
$207K 0.03%
4,226
41
$204K 0.03%
3,522
-874
42
$201K 0.03%
2,210
-991
43
$200K 0.03%
3,640
+6
44
$171K 0.03%
12,750
45
$161K 0.02%
10,607
+120
46
$159K 0.02%
1,814
+239
47
$141K 0.02%
3,253
48
$131K 0.02%
943
-264
49
$122K 0.02%
5,264
50
$122K 0.02%
934
1
2
3 4 5