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
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$393K 0.06%
14,704
27
$363K 0.05%
1,988
28
$355K 0.05%
4,326
29
$345K 0.05%
7,123
+4
30
$343K 0.05%
5,373
31
$312K 0.05%
5,665
32
$302K 0.04%
2,747
33
$301K 0.04%
7,944
34
$297K 0.04%
4,932
35
$296K 0.04%
3,285
36
$260K 0.04%
5,428
+1
37
$236K 0.03%
5,670
38
$227K 0.03%
2,399
39
$224K 0.03%
2,241
40
$211K 0.03%
4,226
41
$206K 0.03%
3,522
42
$203K 0.03%
2,210
43
$202K 0.03%
3,644
+4
44
$192K 0.03%
7,616
+2,352
45
$167K 0.02%
1,534
+524
46
$164K 0.02%
12,750
47
$155K 0.02%
10,727
+120
48
$152K 0.02%
1,814
49
$144K 0.02%
3,253
50
$125K 0.02%
+1,700
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