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
$728M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.58M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$889K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$361K

Top Sells

1
+$518K
2
+$150K
3
+$75.9K
4
DUK icon
Duke Energy
DUK
+$68.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.6K

Sector Composition

1 Energy 0.13%
2 Industrials 0.09%
3 Materials 0.09%
4 Financials 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$402K 0.06%
49,206
-9,288
27
$383K 0.05%
1,988
28
$381K 0.05%
4,326
29
$347K 0.05%
5,373
30
$334K 0.05%
7,143
+20
31
$317K 0.04%
7,944
32
$315K 0.04%
4,932
33
$315K 0.04%
2,747
34
$308K 0.04%
3,285
35
$250K 0.03%
9,064
+1,448
36
$249K 0.03%
2,399
37
$242K 0.03%
5,454
+26
38
$237K 0.03%
2,241
39
$232K 0.03%
4,797
-868
40
$223K 0.03%
5,670
41
$211K 0.03%
2,210
42
$207K 0.03%
3,522
43
$198K 0.03%
4,226
44
$169K 0.02%
1,534
45
$169K 0.02%
3,024
-620
46
$165K 0.02%
10,847
+120
47
$148K 0.02%
10,944
-1,806
48
$135K 0.02%
1,539
-275
49
$134K 0.02%
943
50
$130K 0.02%
1,700
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